NYSSEA 38th Annual Conference
October 26, 2025
10:00 AM - 6:00 PM
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Gideon Putnam Resort and Spa
24 Gideon Putnam Rd
Saratoga Springs, NY 12866
Venue website
Directions
You're Invited - Register Early!
It is with great pleasure that the NYSSEA Board of Directors invites you to attend and participate in NYSSEA’s 38th Annual Conference, to be held from Sunday, October 26 until Tuesday, October 28, 2025.
Click here to view/read/download the complete Class Schedule, Class Descriptions, and Speaker Bios.
Class Schedule
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Sunday, October 26, 2025 - Pre-Conference Workshop |
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10am - 1:00pm
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3 CE Hours
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Form 1041, Trusts and Estates (Lunch included); Pen-to Paper workshop with Jane Ryder
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Sunday, October 26, 2025 - Main Conference Begins
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2:30pm - 4:10pm
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2 CE Hours
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The One Big Beautiful Bill Act: What You Need to Know NOW! - Ryan Reichert and Shannon Hall
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4:30pm - 6:10pm
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2 CE Hours
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Non-Filers - Sherrill Trovato
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2 CE Hours
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TBD - Hale Sheppard
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Monday, October 27, 2025
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| 8:30am - 10:10am | 2 CE Hours | Employment Tax Matters - LG Brooks | 2 CE Hours | SE Taxes: LP Exceptions, Recent Cases and Future Regulations - Sheppard |
| 10:30am - 12:10pm | 2 CE Hours | IRC 162: Ordinary and Necessary Business Expenses Relating to a Trade or Business - Frank Degen | 2 CE Hours | Partnership and S Corp Basis - Reichert |
| 12:15pm - 12:55pm | 1 Hour ** | Lunch & Learn: NYC Department of Finance Update - Robin Lee | ||
| 1:10pm - 2:50pm | 2 CE Hours | Stock Options: ISOs, RSUs, Multi-State Taxation, AMT - Hall | 2 Hours | |
| 3:10pm - 4:50pm |
2 CE Hours |
K-1s to Form 1040 - Ryder |
1 Hour ** | NYS Taxpayer Advocate - Christopher Meislahn |
| 1 Hour | Effective Management of Employees - Frank Lin | |||
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Tuesday, October 28, 2025
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| 8:30am - 10:10am | 2 CE Hours | IRS Audit Procedures - Brooks |
| 10:30am - 12:10PM | 2 CE Hours * | Ethics - Trovato and Degen |
| 12:15pm - 12:55pm | 1 CE Hour | Lunch & Learn: ITINS - PK Perinkulam |
| 1:10pm - 2:00pm | 1 CE Hour | Tax Matters for Gambling Winnings and Losses - Ryder |
| 2:00pm - 2:50pm | 1 CE Hour | Federal Disaster Losses: Not as Straightforward as They May Appear - Ryder |
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* Does not provide Ethics for CPAs
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** NY topics not eligible for IRS CE
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Hotel Information
NYSSEA Annual Conference October 26 - 28, 2025
Sign up now to take advantage of the early bird rates. Remember to make your hotel reservations by September 25th, 2025. The Gideon Putnam will not guarantee room availability after this date.
Full Conference Registration fee includes 2 Full Breakfasts, 2 Lunches, Break Stations, Sunday Evening Welcome Reception, Cocktail Reception and Dinner Banquet on Monday Evening.
Our conference also provides a wonderful opportunity to network with your professional colleagues. With 20 hours of CE credits plus all the extras, this continues to be a BARGAIN! So, mark your calendars and take a few minutes to register online.
Hotel reservations can be made by calling (866) 746-1077 toll-free, The booking code is KGK102525NYSSEA.
Reservations can be made online: click here.
Guests can only cancel reservations online. To modify reservations, please call Gideon Putnam Accommodations @ 866.746.1077
GUESTROOM RATES: The Hotel is pleased to confirm the following:
Deluxe Room - Daily rate Hotel King, Single/Double - $194.00/night + tax
*See hotel website for hotel policies
Tickets
$795.00 (NYSSEA Member) Pre-Conference Form 1041 Workshop and FULL CONFERENCE: Price includes Form 1041 Workshop (3 CE Hours) and lunch; PLUS the FULL CONFERENCE (up to 19 CE Hours, Welcome Reception, 2 full breakfasts, all breaks, 2 lunches, Monday Evening Cocktail Reception & Banquet). (Savings of $50 over individual pricing)
$925.00 after 12:00 am September 6
$145.00 (NYSSEA Member) Form 1041 Workshop (3 CE Hours) (NOT attending Full Conference): Includes Lunch.
$165.00 after 12:00 am September 6
$700.00 (NYSSEA Member) FULL CONFERENCE: Price includes up to 19 CE Hours, Welcome Reception, 2 full breakfasts, all breaks, 2 lunches, Monday Evening Cocktail Reception & Banquet.
$825.00 after 12:00 am September 6
$890.00 (NEW NYSSEA Member Promotion) Pre-Conference Form 1041 Workshop and FULL CONFERENCE for NEW Members Joining Today: SPECIAL PRICING for NEW MEMBERS ONLY**: Price includes Form 1041 Workshop (3 CE Hours) and Lunch; PLUS the FULL CONFERENCE (up to 19 CE Hours, Welcome Reception, 2 full breakfasts, all breaks, 2 lunches, Monday Evening Cocktail Reception & Banquet), PLUS NYSSEA Membership for one-year ($95), beginning September 1, 2025. ** If you are not currently a member of NYSSEA, this is your opportunity to receive the member discounted price for conference. (Savings of $115 over individual pricing). As a NYSSEA member, you also save on NYSSEA Webinar Series registration throughout the year.
$1,020.00 after 12:00 am September 6
$600.00 (NYSSEA Member) Monday & Tuesday 10/27 & 10/28 ONLY: Price includes up to 15 CE Hours, 2 full breakfasts, breaks, 2 lunches, Monday Evening Cocktail Reception & Banquet.
$725.00 after 12:00 am September 6
$325.00 All Guest Meals & Banquet/Cocktail Hour
$945.00 (Non-Member) Pre-Conference Form 1041 Workshop and FULL CONFERENCE: Price includes Form 1041 Workshop (3 CE Hours) and lunch; PLUS the FULL CONFERENCE (up to 19 CE Hours, Welcome Reception, 2 full breakfasts, all breaks, 2 lunches, Monday Evening Cocktail Reception & Banquet.) (Savings of $40 over individual pricing)
$1,045.00 after 12:00 am September 6
$160.00 (Non-Member) Form 1041 Workshop (3 CE Hours) (NOT attending Full Conference): Includes Lunch.
$180.00 after 12:00 am September 6
$825.00 (Non-Member) FULL CONFERENCE: Price includes up to 19 CE Hours, Welcome Reception, 2 full breakfasts, all breaks, 2 lunches, Monday Evening Cocktail Reception & Banquet.
$950.00 after 12:00 am September 6
$700.00 (Non-Member) Monday & Tuesday 10/27 & 10/28 ONLY: Price includes up to 15 CE Hours, 2 full breakfasts, breaks, 2 lunches, Monday Evening Cocktail Reception & Banquet.
$825.00 after 12:00 am September 6
$925.00 Speaker/Administrative
$0.00 Earlybird rate before October 23
