Friday, October 22, 2021 at 4:00 PM EDT
Monday, October 25, 2021 at 12:00 PM EDT

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Turning Stone Resort Casino 
5218 Patrick Rd
Verona, NY 13478

Driving Directions


Turning Stone Resort Casino

Hotel Reservations MUST be made online.  The Hotel will only guarantee our room rate until September 27, 2021.

Group Code:  HHBSEA2

Password: guest

Rate from $169.00/night

One night’s deposit of $192.24 will be charged to your credit card at the time you make your reservation and is refundable if cancelled within 48 hours prior to your arrival.

Click here to complete your hotel reservation.


Hotel rooms are still available!

If the hotel reservation link shows a sold-out message, please call Turning Stone at 1-800-771-7711 (using the same Group Code, HHBSEA2) to reserve & book your hotel room.

Conference Cancellation Fees:

Cancel ON or BEFORE Monday, October 4, 2021 - $50.00 fee

Cancel AFTER Monday, October 4, 2021 -
1/2 of total registration fee

NO refunds after Friday, October 15, 2021.

Questions about the Conference or Hotel? Contact Conference Registration Chair: 

Koreen Jervis, EA 

Please bring an item to donate to the auction.  Previous bestsellers include: wine or spirits, chocolate or other sweets, homemade gifts, gift certificates, etc.

Conference Book is Going Digital


By popular demand, your Conference Book will be available to you as a PDF this year.  A link will be sent to you several days prior to the conference with instructions on how to download. 

We STRONGLY recomment that you download the material PRIOR to attending to ensure there are no issues.


Nominate somone for these prestigeous awards before the September 15, 2021 DEADLINE!

Click on the links below for details on the award criteria and nomination process:

The NYSSEA Founders Award recognizes significant leadership and contributions that have immediate or long term impact on the growth and progress of the association.
The NYSSEA Robert Nadel Above & Beyond Award recognizes significant contributions of members above and beyond the normal responsibilities for the New York State Society of Enrolled Agents.
The NYSSEA Excellence in Public Awareness Award recognizes significant contributions having immediate and/or long-term impact on making "Enrolled Agents" and "EA" more readily recognized in the state of New York as the tax professional of choice.

NYSSEA 34th Annual Conference - 2021 

Special Pricing Incentive for co-workers and tax colleagues

Once you register, NYSSEA is offering SPECIAL PRICING for any co-worker or tax colleague to join you at the conference.

SPECIAL PRICING:  $425 for the Full Conference

To be eligible for this SPECIAL PRICING your co-worker or tax colleague:
  1. Must not have previously attended a NYSSEA Annual Conference, OR has not attended a NYSSEA Annual Conference in the past 4 years.
  2. When REGISTERING for the conference, they must include YOUR NAME as the Referring Attendee. (there is a space on the online registration form)
Invite a co-worker or tax colleague to take advantage of this Special Pricing Incentive and join you for an exciting weekend of continuing education offered by the New York State Society of Enrolled Agents.  They can earn up to 17 hours of CE and have opportunities to network and collaborate with EAs from all over our state and beyond.  

Just forward this email to them
so they can click the links below for details and registration.

Presidential Call to Conference

It’s my great pleasure to extend YOUR OFFICIAL INVITATION to our 34th Annual Conference, and to participate in the business of our Society, October 22-25, 2021.  We are excited to offer an in-person conference, and your Board of Directors is pleased to present the high-quality education you’ve come to expect from NYSSEA.  We welcome Matt Metras, EA; the law firm Andreozzi Bluestein LLP (specializing in Solving Tax Problems); and Beth Logan, EA, to our conference, and we welcome back Frank Degen, EA, USTCP, Henry Grabkowitz, EA, and Sherrill Trovato, EA, USTCP.  The Andreozzi Bluestein law firm will host this year’s Tax Resolution Help Desk.  We are extremely fortunate to bring you these well-known and respected instructors delivering outstanding education.  Our Conference Committee is planning a full conference experience for you, with the emphasis on learning while having fun.  

Included as part of this official Call to Conference are the registration forms and business agendas for NYSSEA’s annual meeting.  Please review them carefully, noting deadline dates.  Online registration and payment by credit card is preferred, but the ability to register by mail with check payment remains available.    

We will conduct two Board of Directors Meetings; the first will be before Conference begins, and the second will follow the conference, with specific dates and times announced when finalized.  Board meetings are open to all interested members.  

This Call will serve as your Notice of the Annual Meeting under Section 6.02 of the Society’s by-laws.  Agendas are below; specific dates and times to be determined.

First Business Meeting                                               Second Business Meeting

Call to Order                                                                   Call to Order

Approval of Minutes                                                        Approval of Standing Rules

Treasurer’s Report                                                          Nominating Committee Election Announcement

President’s/Officers’ Reports                                           Unfinished Business

Nominating Committee Report/Nominations                   Adjournment

All Other Reports


Join us for fantastic and timely classes, much-missed networking with collEAgues, and the NYSSEA annual meeting.

I look forward to seeing you all at Turning Stone in October!

Phyllis Jo Kubey, EA CFP

NYSSEA President

Distinguished Conference Speakers

NYSSEA is pleased to announce the dynamic lineup of speakers for our Annual Conference.  The wide range of class offerings was built from member suggestions on previous conference surveys. Speakers and CE classes include:

Matt Metras, EA

Crypto Tax 101, Advanced Cryptocurrency Taxation

Sherrill Trovato, MBA, MST, EA, USTCP

Preparing for an Audit - Tips and Techniques. Ethics in the Real Tax World

Frank Degen, EA, USTCP

Preparing for an Audit - Tips and Techniques. Questions from the Field

Henry Grabkowitz, EA

NYS Residency Audits - Forewarned is Forearmed, Residency and Bi-Coastal Taxpayers - An Ode to the Law of Unintended Consequences

Beth Logan, EA

Employee Stock Options, Divorce and Taxes


Tiffany Bell, Mike Tedesco, Derek Wheeler

Andreozzi Bluestein LLP

Post-Covid IRS Trends and Developments, Client Representation Before the IRS Appeals Division, Tax Resolution Help Desk

The Conference Registration Process

Before you click the Register Now button below, please click here to view and print the Class Schedule and Registration Information.  It will help you make the correct selections for the conference.

This year there are TWO ways you can register.  By clicking the button below, you can register ONLINE, using a credit card or check to complete your registration after choosing your classes and other conference options. If you are paying by check, be sure to mail the check, along with a copy of your confirmation email to Koreen Jervis, EA.  Please note that credit card payments will be made through PayPal but you do NOT have to have a PayPal account to complete your transaction.

REGISTER BY MAIL: If you would rather print out the Registration Packet and complete the entire process by mail, you can view and print the Registration Packet by clicking here.  Please note that the ONLY method of payment for those registering via mail will be by check.  CREDIT CARDS WILL NOT BE ACCEPTED WITH MAIL-IN REGISTRATIONS.  PAYMENT BY CHECK ONLY.