HOTEL REGISTRATION INFORMATION
Sign up now to take advantage of the early bird rates. Remember to make your hotel reservations by September 26, 2018. The Gideon Putnam will not guarantee room availability after this date.
All room reservations must be done by phone. Online reservation is not available.
Call The Gideon Putnam reservation line at:
Toll Free: 1.866.746.1077
Group Code: 9N93A9
Event Name: NYSSEA Conference 2018 - NYS Society of Enrolled Agents.
One night’s deposit of $189.84 will be charged to your credit card at the time you make your reservation and is refundable if cancelled within 3 days prior to your arrival.
Professional Photo Opportunity
Conference Cancellation Fees:
Cancel ON or BEFORE Friday, October 5, 2018 - $50.00
Cancel AFTER Friday, October 5, 2018 -
1/2 of total registration fee
Presidential Call to Conference
This is YOUR OFFICIAL INVITATION to our 31th Annual Conference and to take part in the business of your Society. Your Board of Directors has selected October 19th thru the 22nd at the Gideon Putnam Hotel in Saratoga Springs, NY as our 2018 conference site. Your input and participation are invaluable, and we encourage you to attend. We are proud to welcome back Kevin Huston, EA, USTCP, Thomas Gorczynski, EA, USTCP and Steve Ingraham, IRS Senior Stakeholder Liaison as well as our very own Sal Candela to this year's conference, and we are excited to introduce our attendees to Karen Tenenbaum, Esq., CPA & Dario Arezzo, Esq. We are extremely fortunate to bring you these National-level instructors delivering outstanding education. Bob Kerr who is back with NAEA will also be in attendance and we are happy to welcome him to our conference. Our conference committees have planned a fully filled weekend for you with the emphasis on learning while having fun. The 2017 attendees loved our new venue but asked for more time to enjoy what Saratoga Springs has to offer. The committee responded by adding a Friday afternoon class and early dismissal on Saturday. A Round Table Discussion and Business Card Exchange will be held Saturday afternoon for those wishing to stay on premises and interested in participating. You will have the opportunity to sign up for this event later. Additionally, Karen Tenenbaum, Esq., CPA will provide an opportunity to discuss your client issues Saturday from 9 a.m. – 4 p.m. Please come prepared with your cases.
Included as part of this official Call to Conference are the registration forms (conference and class), business agendas for the meetings and hotel registration information and rates. 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. Your tax book as usual will be given to you when you check in at conference. We are however, offering you the opportunity to receive an electronic copy. Please indicate your preference on the registration form.
We will continue to have our annual Silent Auction, to be held throughout the weekend. Please bring an item to donate to the auction. Previous bestsellers include: wine or spirits, chocolate or other sweets, homemade gifts, gift certificates, etc. We would like to see all items bid on, so please consider the type of items you are donating. Only the items with the highest bids will be announced. All others will be posted.
There will be two Board of Directors Meetings; the first will be Friday at 2:00 p.m. and the second meeting will be Monday at 1:00 p.m. Board meetings are open to all interested members. At the end of the Board Meeting, we invite all attendees to our Friday evening NYSSEA Welcome Reception & Buffet starting at 7 p.m. This will be your opportunity to reconnect with long-time friends and associates and introduce yourselves to our first-time attendees! A Formal Banquet Reception is planned for Sunday evening with entertainment provided. You will not want to miss this event so please plan on attending the full conference.
This Call will serve as your Notice of the Annual Meeting under Section 6.02 of the Society’s by-laws. The Annual Meeting is held during lunch on Saturday. The agenda appears below:
First Business Meeting Second Business Meeting
Saturday, October 20, 2018 Sunday, October 21, 2018
Lunch Lunch
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/ Adjournment
Nominations
All Other Reports
Adjournment
Hotel information is attached for Gideon Putnam. The block rate is guaranteed until September 26th so don’t wait to reserve! Buffet breakfast, lunch and the Installation Banquet are included with your full-paid conference registration!
Take advantage of the “Early Bird” rates and sign up now!. Join us for fantastic and timely classes, networking with collEAgues, and the NYSSEA annual meeting. It’s a no-brainer!
See you all at Gideon Putnam!
KEN KOHLHOF, EA
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 last year's conference survey. Speakers and CE classes include:
Kevin C Huston, EA, USTCP
Overview of TCJA and Sec 199A
Ethics Jeopardy
Basics of Basis
Karen Tenenbaum, Esq., LL.M., CPA
NYS Residency and Tax Issues of Snowbirds
Thomas A Gorczynski, EA, USTCP
Overview of TCJA and Sec 199A
Cryptocurrency
Tax Planning Strategies with IRA's
Salvatore Candela, EA
Getting to the Bottom Line: Form 433
Form 433: Aggressive Strategies for Taxpayers with Assets
Dario Arezzo, Esq., LL.M.
Keys to the K-1
Intermediate Agricultural Taxation
NYS Tax Update
IRS Senior Stakeholder Liaison
IRS Update
To view and print the complete CE Class Schedule, click here.
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.
QUESTIONS?
Questions about the Conference Education? Contact Michele Eaton, EA at michele.eaton@gmail.com
Questions about Hotel Registration? Contact Koreen Jervis, EA at koreen@korjetax.com
Questions about using this registration site? Contact Jeff Gentner, EA at jgentner@nyssea.org