TWENTY-NINTH ANNUAL NYSSEA CONFERENCE HONOR S HAVEN RESORT & SPA ELLENVILLE, NY OCTOBER 22-24, 2016 PRESIDENTIAL CALL TO CONFERENCE

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1 TWENTY-NINTH ANNUAL NYSSEA CONFERENCE HONOR S HAVEN RESORT & SPA ELLENVILLE, NY OCTOBER 22-24, 2016 PRESIDENTIAL CALL TO CONFERENCE July 2016 I want to invite you to our 29 th Annual Conference. Your Board of Directors has selected October 22 nd, 23 rd and 24 th at Honor s Haven Resort & Spa in Ellenville, NY as our 2016 conference site. This is YOUR OFFICIAL INVITATION to take part in the business of your Society. Your input and participation is invaluable. We are proud to welcome back and Robert Kerr, NAEA Senior Director of Government Relations and our homegrown NYSSEA member-speakers, Marc Dombrowski, EA and Francis X. Degen, EA, USTCP. We are also excited to introduce our attendees to C. Dale Boushley, EA, CFP. We are extremely fortunate to bring you these National-level instructors delivering outstanding education. Our conference committees have been working hard to improve your conference experience with new ideas all weekend! 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, using a credit card or check for payment is preferred, but the ability to register by mail with check payment remains available. See detailed instructions below. As always, we have a Silent Auction to benefit our Scholarship Fund. The results will be announced live at the Banquet on Sunday evening. Please bring an item to donate to the auction. Previous bestsellers include: wine or spirits, chocolate or other sweets, homemade gifts, gift certificates, new or used books, CDs and DVDs. There will be two Board of Directors Meetings; the first will be Friday at 4:30 p.m. and the second meeting will be Monday at 1:00 p.m. Board meetings are open to any interested members. We invite all attendees to our Friday evening NYSSEA Welcome Reception starting at 7:30 p.m. A cash bar and appetizers will be available while schmoozing with new and long-time friends! 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 22, 2016 Sunday, October 23, 2016 Lunch Lunch Call to Order Approval of Minutes Treasurer s Report President s Report Reports from other Officers Nominating Committee Report/ Nominations Other Committee Reports Other Reports Adjournment Call to Order Approval of Standing Rules Nominating Committee Elections Unfinished Business Adjournment Hotel information is attached for Honor s Haven. The block rate is guaranteed until October 8 th so don t wait to reserve! A buffet breakfast in the dining room is included again this year with your 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 Honor s Haven! ANN KUMMER, EA, CPA NYSSEA PRESIDENT

2 TWENTY-NINTH ANNUAL NYSSEA CONFERENCE MAIL-IN REGISTRATION FORM (PAYMENT MUST ACCOMPANY REGISTRATION FORM) Feel free to copy this form if registering more than 1 person. Please print or type and complete both forms: COMPLETE CONFERENCE REGISTRATION FORM & CLASS REGISTRATION FORM NAME: NAME ON NAME TAG: ADDRESS: CITY: STATE: ZIP: COMPANY: PHONE: HOME BUSINESS OR CELL: TOTAL AMOUNT ENCLOSED: BY CHECK PAYABLE TO NYSSEA If you wish to pay by credit card, you MUST register online and pay through PayPal. You do not need a PayPal account to use this registration method. NAEA MEMBER: YES NO NYSSEA CHAPTER 1ST NYSSEA CONFERENCE: YES NO IRS PTIN MAIL REGISTRATION FORM AND PAYMENT TO: KOREEN JERVIS 928 BROADWAY STE 707, NEW YORK, NY BUS: , FAX: , CELL koreen@korjetax.com DEADLINES ---- REGISTER AND PAY BEFORE 10/4/16 REGISTER AND PAY AFTER 10/4/16 NAEA MEMBER NON-MEMBER NAEA MEMBER NON-MEMBER Item Amount # Amount # Total Amount # Total Entire Conference $459 (1) $489(1) $509 (1) $559 (1) Saturday 10/22/16 $200 (2) $235 (2) $235 (2) $290 (2) Sunday 10/23/16, includes Banquet/Cocktail Hr. $290 (3) $315 (3) $330 (3) $355 (3) Monday 10/24/16 $110 (4) $130 (4) $120 (4) $140 (4) Guest...all breaks $26 $26 $26 $26 Guest 3 full breakfasts $38 $38 $38 $38 Guest...2 lunches $52 $52 $52 $52 Guest...Sunday $82 $82 $82 $82 Banquet/Cocktail Hr. Photo $25/person $25/person Bus Trip: Monticello $20/person $20/person Total Total SUNDAY BANQUET DINNER CHOICES (The hotel has a NUT-FREE kitchen Special Requests: Contact Koreen Jervis, EA) DINNER CHOICE ATTENDEE GUEST Cornish Hens Sliced Beef Tenderloin Scallop & Crab Stuffed Sole Vegetarian Chef s Choice NOTE: See further instructions on the next page. Also, be sure to complete the Class Registration Form. Both this Conference Registration Form and the Class Registration Form must be returned to complete your Mail In conference registration.

3 Details for Completing the Conference Registration Form: Please enter the sum of row totals on TOTAL AMOUNT ENCLOSED line. (1) Price includes 17 CE plus 1 NAEA CE, 3 full breakfasts, all breaks, 2 lunches, Cocktail Party & Sunday evening Banquet. (2) Price includes 7 CE, full breakfast, breaks, and lunch. (3) Price includes 7 CE, full breakfast, breaks, and lunch, Cocktail Party & Sunday evening Banquet. (4) Price includes 3 CE (3 IRS, 1 NAEA), full breakfast, & break. SUNDAY INSTALLATION BANQUET Be sure note your dinner selection on the registration form. CANCELLATION FEES: Cancel on or before Friday, October 14, $25 fee Cancel after Friday, October 14, /2 of total registration fee Need a Professional Photo for your Business Card or Web Site? WE ARE PLEASE TO OFFER PROFESSIONAL PHOTOS AGAIN THIS YEAR. THE DIGITAL IMAGES WILL BE TAKEN DURING THE COCKTAIL HOUR PRIOR TO THE BANQUET SUNDAY EVENING. COST $25/PERSON (see this item listed on registration form) SATURDAY EVENING EVENT ON SATURDAY EVENING, WE ARE ALSO OFFERING TRANSPORTATION TO MONTICELLO RACEWAY AND RACINO FOR $20/PERSON. TIME: 7:00PM TO 11:00PM. FOOD AND BEVERAGE AVAILABLE AT YOUR OWN EXPENSE. IF YOU SIGN UP FOR A PLAYERS CARD AT THE RACINO, YOU RECEIVE $10 OF FREE PLAY.

4 NAME PTIN TWENTY-NINTH ANNUAL NYSSEA CONFERENCE REGISTRATION FORM (PAYMENT MUST ACCOMPANY REGISTRATION FORM) ~~~Please check "Attend" boxes below for classes you plan to attend~~~ CLASS SCHEDULE Saturday, October 22, :00 AM 8:30 AM Registration begins Welcome & Opening Remarks Ann E Kummer, EA, CPA; NYSSEA President # CE Class Attend Topic/Presenter 9:00 AM 10:40 AM 2 Retirement Plans For the Self-Employed C. Dale Boushley, CFP, EA 11:00 AM 11:50 AM 1 State Tax Refunds When AMT Is Present C. Dale Boushley, CFP, EA NOON Luncheon with first business meeting # CE Class Attend Topic/Presenter # CE Class Attend Topic/Presenter 1:15 PM 2:55 PM 2** Client Data Security (Ethics Credit) - C. Dale Boushley, CFP, EA 2 3:15 PM 4:55 PM 2 Business Use of Auto (includes Buy vs. Lease) - C. Dale Boushley, CFP, EA 2 Dinner On Your Own E-Services for the Modern Representation and Tax Practice - Marc J. Dombrowski, EA Representation 101 Marc J. Dombrowski, EA Sunday, October 23, :30 AM Registration begins # CE Class Attend Topic/Presenter 9:00 AM 11:50 AM 3 NOL's: Calculation & Decision NOON Luncheon with second business meeting and elections # CE Class Attend Topic/Presenter # CE Class Attend Topic/Presenter 1:15 PM The View From DC (1 CE) / 2:55 PM The Basics of Basis Tax Reform 101 (1 CE) 2 2 Robert A Kerr Sr. Director - Govt Relations, NAEA # CE Class Attend Topic/Presenter # CE Class Attend Topic/Presenter 3:15 PM 4:55 PM 2 Representation Without Records 2 6:00 PM Cocktail Party/Banquet and Officer Installation Deductions My Barber Told Me About - Are they Deductible? Francis X. Degen, EA, USTCP 8:00 AM Registration begins # CE Class Attend 8:30 AM 11:20 AM 3 11:30 AM 12:20 PM 1* - Monday, October 24, 2016 Topic/Presenter Recognizing When a Return Is Ripe for Audit and Dealing With It! µ New York State Updates NYS DTF Presentation ~~~Please check "Attend" boxes above for classes you plan to attend~~~ (Break at 10:40 am-11:00 am) µ(break at 10:10 am-10:30 am) *CE marked with an asterisk are valid for NAEA Credit Only **CE marked with a double asterisk do not provide Ethics Credit for CPAs

5 Honor s Haven NYSSEA Annual Conference October 22, 23 & 24 Sign up now to take advantage of the early bird rates. Remember to make your hotel reservations by October 8th, Honor s Haven will not guarantee room availability after this date. Registration fees this year includes three full breakfasts, break stations, two lunches, Welcome Cocktail Reception Friday evening and the Cocktail Party/Banquet on Sunday evening. Our conference also provides a wonderful opportunity to network with your professional colleagues. With 17 hours of CE credits plus all the extras, this continues to be a BARGAIN! So, mark your calendars and take a few minutes now to register online or fill out the registration forms and mail them in now to take advantage of the early rates! Hotel reservations MUST be made by phone or online see below for details. GUESTROOM RATES: The Hotel is pleased to confirm the following: THREE NIGHT STAY: Traditional Room European Plan, Daily rate-per Room, Per Night Single/Double/Triple/Quad Occupancy State & Local Tax-10% $ /night 14.00/ night Per Night/ 3 Night Stay $154.00/night=$ GUESTROOM RESERVATIONS: In order to make your guests hotel reservation process as quick and easy as possible, we have made our online reservations system accessible to guests in your group. Your guests will now be able to make their reservations online, at one of the following links: Spa/bookings.jsp?hotelId=99130 Please follow the instructions below: 1. Select your check-in and check-out dates. 2. Select the number of rooms, and the number of guests. (If you are reserving more than one room at a time, the guest count will be the same for each room you reserve. If a different number of guests are staying in each room, please make each room reservation separately.)

6 3. Select Book Now 4. Select Group Code and enter Group code: NYSSEA Click Update 6. Enter your contact and payment information. (A deposit of $100 per person will be taken once the reservation is made. This deposit is nonrefundable if cancelled.) 7. You will receive an confirmation of your reservation. If you have any questions or concerns, please contact the reservations department at