Friday, October 27, 2023 at 3:00 PM EDT
Monday, October 30, 2023 at 1:00 PM EDT

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Join us at The Gideon Putnam in Saratoga Springs, NY. Earn Continuing Education hours, reconnect with other tax professionals, and have FUN! Our registration is ALL INCLUSIVE: 18 CE, 3 Full Breakfasts, All Breaks, 2 Lunches, Friday Evening Welcome Cocktail Reception, and Sunday Evening Banquet, NYS Tax Resolution Help Desk & Crypto Help Desk.


The Gideon Putnam 
24 Gideon Putnam Rd
Saratoga Springs, NY 12866

Driving Directions 


Hotel reservations MUST be made online.  The hotel will only guarantee our room rate until September 26, 2023.

Room Rate

Standard Room - Two Queens or King Bed

$179.00/night + taxes

Click here to complete your hotel reservation

Conference Cancellation Fees

Cancel on or before Monday, September 25, 2023 - $50.00 fee

Cancel after Monday, September 25, 2023 - 50% of total registration fee.

No refunds after Monday, October 9, 2023

It’s Monte Carlo Night at the Gideon Putnam!

Enjoy playing Roulette, Craps, Black Jack, etc.?

Come join us for Game Night with your fellow attendees. There will be a Buffet Dinner 6 – 7:30, Cash Bar all night long and dancing if you choose.  We have hired a Professional Company with skilled dealers to help you enjoy the evening. Dress in your best outfit that depicts the Monte Carlo Theme, so come and join us in these fun activities.

There will be door prizes given and 50/50 will be offered.

Please note that games are for entertainment purposes only.   

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

Conference Book - Digital

Your Conference Book will be available to you as a PDF. A link will be sent to registered attendees a few days prior to the conference with instructions on how to download.  It is strongly recommended that you download the material prior to attending to ensure there are no issues.

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


Koreen Jervis, EA 

36th Annual NYSSEA Conference 

October 27-30, 2023 

Early Pricing EXTENDED until September 25, 2023.

Visit the NYSSEA YouTube Channel

for a Peek at our Distinguished Conference Speakers

Click Here for the 2023 Conference Speaker Peek


25Presidential Call to Conference

It’s my great pleasure to extend YOUR OFFICIAL INVITATION to NYSSEA’s 36th Annual Conference, and to participate in the business of our Society, October 27-30, 2023. Your Board of Directors is pleased to present the high-quality education you’ve come to expect from NYSSEA. We welcome Natalie Kolodij, EA, Ariele Doolittle, JD, MBA, Ericka Williams, EA and AJ Reynolds, EA to our conference as first-time speakers, and we welcome back Frank Degen, EA, USTCP, Matt Metras, EA, Martin Finn, J.D., LL.M., CPA/PFS, AEP and Frank Lin, EA, MBA, CPAMatt Metras, EA will host our very first Crypto Tax Help Desk and our friends from NYSDTF will be with us on Sunday and Monday. NAEA’s EVP Megan Killian, CAE joins us as our keynote speaker. 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 be conducting a Board of Directors Meeting starting in the late morning on Friday and ending prior to the start of the Conference.  Please plan on arriving early and sitting in on all or part of this meeting; 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 Elections

President’s/Officers’ Reports                                        Unfinished Business

Nominating Committee Report/Nominations                Adjournment

All Other Reports


Take advantage of the “Early Bird” rates and sign up now!  Join us for timely education, plenty of networking opportunities with collEAgues, great food, FUN and the NYSSEA annual meeting.

Early Pricing EXTENDED until September 25, 2023.

We are back at The Gideon Putnam in Saratoga Springs; I look forward to seeing you all there!

Daniel L Coccia, EA, CMA, NTPI Fellow

NYSSEA President

The Conference Registration Process

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

There are two ways to register for the conference.  By clicking the button below, you can register ONLINE, using a credit card to complete your registration after choosing your classes and other conference options.  Please note that credit card payments will be prcessed through PayPal but you do NOT need 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 mail registrations is by check.  CREDIT CARDS WILL NOT BE ACCEPTED WITH MAIL-IN REGISTRATIONS.  PAYMENT BY CHECK ONLY!