Past Meetings
NYSSEA New Member Meet and Greet - December 17, 2025 - 6:00PM - 7:00PM ET - via ZOOM
In the Comfort of Your Home or Office
Meet some of your fellow society Enrolled Agent members and learn about the great benefits available with your membership from NYSSEA.
NYSSEA Webinar: RSUs Unwrapped: The Tax Life of a Common Compensation Tool with Chelsea Rustek, EA
In the Comfort of Your Home or Office
This webinar provides an in-depth analysis of restricted stock units (RSUs), covering their structural mechanics, tax treatment at vesting and sale, and their strategic use in equity compensation plans.
NYSSEA Webinar: Form 4797, Tax Planning, Sales Allocation and More with AJ Reynolds, EA - November 19, 2025
In the Comfort of Your Home or Office
Simply put, IRS Form 4797 is the form used specifically for reporting the gains or losses resulting from the sale or exchange of business and income-producing property used in a trade or business.
NYSSEA SPECIAL WEBINAR PRESENTATION: OBBBA Update with Frank Degen, EA, USTCP - November 5, 2025 2:00-4:00 PM ET
In the Comfort of Your Home or Office
This session will cover the provisions found in P.L. 119-21, commonly referred to as One Big, Beautiful Bill Act (OBBBA).
NYSSEA Board Meeting via ZOOM - November 1, 2025
In the Comfort of Your Home or Office
All NYSSEA Members are invited to attend this first meeting of the NYSSEA Board 2025-2026.
NYSSEA 38th Annual Conference
Gideon Putnam Resort and Spa
24 Gideon Putnam Rd
Saratoga Springs, NY 12866
Venue website
NYSSEA Annual Meeting via ZOOM, including a FREE GIFT to Members
In the Comfort of Your Home or Office
Attend the Annual Meeting, then stay for the FREE 1-hour CE - How to Read Trust Documents - This course offers a practical review and understanding of common trust documents.
NYSSEA Webinar: Reading and Reviewing Client Operating Agreements with Jeremy Wells, PhD, EA, CPA - September 17, 2025
In the Comfort of Your Home or Office
Operating agreements contain more than just legal boilerplate. They often include critical tax provisions that shape compliance obligations and planning opportunities for entities and their owners.
NYSSEA Webinar: The Risks for Taxpayers Filing Joint Returns
In the Comfort of Your Home or Office
When preparing returns for clients, married couples often benefit from filing jointly. However, that tax savings can come at a price.
NYSSEA Webinar: July 23, 2025; Judicial Rules & Doctrines in Our Tax World, with Frank Degen, EA, USTCP - Register Now!
In the Comfort of Your Home or Office
The Internal Revenue Code is the law. But not every possible scenario can be codified.
NYSSEA Webinar: 1041 Spotlight with Larry Pon, CPA, EA, USTCP
In the Comfort of Your Home or Office
Learn about the different types of trusts you may encounter in your practice and how to read them.
NYSSEA Board Meeting (LIVE in Albany, NY or via ZOOM)
In the Comfort of Your Home or Office
The NYSSEA Board will be meeting in Albany , NY on Saturday, May 31, 2025. Members are invited to attend via ZOOM.
NYSSEA Member/New Member Webinar CE Package Promotion
In the Comfort of Your Home or Office
NYSSEA Webinar Series: HSAs - Triple Tax-Advantaged Accounts - May 21, 2025 - 3:00-5:00PM ET - Join Us!
In the Comfort of Your Home or Office
Metro Chapter FREE CE Meeting to Celebrate the End of Tax Season!
Oppenheimer & Co. Inc.
666 3rd Ave 13th Floor
New York, NY 10017
Come and Meet our New York Area IRS Stakeholder Liaison Team! - Eligible for 1 IRS CE Credit
NYSSEA NYS Tax Update Webinar with Kathryn Keane, EA - January 14, 2025 - 3:00PM ET
In the Comfort of Your Home or Office
NYSSEA January 2025 Board Meeting
In the Comfort of Your Home or Office
NYSSEA Presents Frank Degen, EA, USTCP for the Annual Federal Tax Update Webinar - January 8, 2025
In the Comfort of Your Home or Office
Review of all the newest updates that will affect the filing of 2024 Income Tax Returns.
