Annual Meeting Agenda and Documents can be found by clicking here.

NYSSEA has a “gift” for members to thank them for attending the 2025 annual meeting – a one-hour free CE session – How to Read Trust Documents. 

This course offers a practical review and understanding of common trust documents. Generally, trust documents include instructions which determine tax preparation of Form 1041, for example how many trusts are there? A/B, or subtrusts? Trust documents also identify assets which belong in the trust for the purposes of reporting income and expenses of the trust. Trusts will also indicate the types of income or trust principle which may be distributed to the beneficiaries.

Our Distinguished Speaker: Jane Ryder, EA, CPA writes and speaks nationwide on many income tax, business compliance and accounting topics. Jane runs her San Diego CPA firm and has been providing tax preparation, accounting, and tax collection resolution services since 1980.

Attendance for the Business Meeting is required to attend the CE session.

The Annual Business Meeting will begin promptly at 1:00 PM ET.

In addition to this Registration, you will also need to register with ZOOM to obtain the link to join the meeting.  Register now and a link will be sent to you to complete the ZOOM registration.