Better NYSSEA logo
December 3, 2013
In This Issue
NAEA-PAC
NYSSEA BLOG
Tax Update Chapter Meetings
NAEA APEX Highlights
NAEA Elections - VOTE!
NYS Senate Tax Policy Review and Reform Iniative
PTIN and CE
Call for Speakers
NYSSEA Annual Conference Recap
NYSSEA Award Winners
NYSSEA Board Installed
 


 
Have you made your 2013-2014 
NAEA-PAC Contribution?


Please consider making a contribution to the NAEA-PAC online or print out the form and mail it to NAEA.

Click here for online contributions.
(login required)

Click here to print the
 mail-in form.

There are PRIZES this year!  Click here for details.
 
 

 
 
BLOG
 
NYSSEA BLOG

If you are looking for updates and current information from the IRS or New York State, rather than send out many emails, this information has been posted on the NYSSEA BLOG.  

Recent posts include:

W-2 News: Important Filing Alert and Reminders

For 2014 - Various Tax Benefits Increase Due to Inflation Adjustments

NYSDTF Executive Contact Directory

Frank Degen, EA, USTCP, Represents NYSSEA at NYS Public Hearings on Tax Policy and Reform Initiatives

Treasury and IRS Announce that All Legal Same-Sex Marriages Will Be Recognized for Federal Tax Purposes

IRS Withholding Calculator

To view the NYSSEA BLOG posts, 
 


 

Tax Update Chapter Meetings
   
Check to NYSSEA Chapter Calendar for scheduled dinner meetings.  If you are looking for a Year-End Tax Update Meeting, the following Chapters have already scheduled:

Central Chapter -
Monday, December 16, 2013

Lower Hudson Valley Chapter -
Tuesday, January 28, 2014

Metro Chapter -
Thursday, January 16, 2014
 
Nassau/Suffolk Chapter-
Friday, December 6, 2013

Western Chapter -
Wednesday, January 8, 2014


to view the entire NYSSEA Chapter Calendar.



 
 
NAEA Affiliate Presidents Exchange
 
As NYSSEA Executive Director, I had the opportunity to attend the recent NAEA-APEX Meetings in Orlando, FL - November 6-9, 2013.
 
Click here to read my summary of these meetings.


 
 
NAEA Elections

By now you should have received an email on how to participate in the NAEA Elections.  

Click here for more details and to read bios of the candidates.

Please participate!  

Your voting 
opportunity ends December 16, 2013.





 

 
NYS Senate Tax Policy Review and Reform Initiative
 
During the months of September and October 2013, New York State Senators, John A. DeFrancisco and Carl L. Marcellino hosted 5 statewide public hearings on reforming NY's tax policies to help reduce the burden on taxpayers and spur job growth.

NYSSEA member, Frank Degen, EA, USTCP, represented NYSSEA at the meeting held on October 3, 2013 in Mineola, NY.  The complete text of the preliminary report as issued by Senators DeFrancisco and Marcellino can be found by clicking here.

A special thanks to Frank Degen, EA, USTCP for speaking on behalf of EAs in NY and throughout the country!


 
 
 
 
Have You Renewed Your PTIN for 2014 and Confirmed Your CE hours for 2013?

If not, click here.
 



 

As we move past Thanksgiving, can tax season be far behind? Tis the season to download this year's version of your tax software.  To those of us who survived last year's debacle with Tax Works, it is time to move on to better things.   And once again, tax season will open later, which will impact many of us.

 

This has been a busy year for NYSSEA and a very good one.  We have seen a new chapter come to life, a new venue for our conference (more on that later), new bylaws were adopted and we reviewed where we are and where we are going.

 

In June, the board did a SWOT analysis looking at our strengths, weakness, and the opportunities and threats we face.  One thing became perfectly clear to the board and to me.  We are doing a good job at providing educational opportunities but we need to be doing more in the area of advocating for the EA credential in Albany and in making the public aware of our credential.

 

I believe that most of our members feel that NAEA and NYSSEA should do more to promote the EA credential to the general public.  On the national level I hear this all the time.  We should do more public relations, spread the word and some members even suggest we advertise.  Of course all that would be nice and all of that costs money.  When asked what they are doing individually to promote the EA credential, the silence is deafening.  When asked how much more they would be willing to ante up to advertise I am often met with blank stares. 

 

That being said, we as leaders are not absolved from taking charge and putting into place programs for our members so that they can help spread the word to the general public and to their legislators.  There are many tools provided by Gigi Jarvis and the NAEA PR team and by Bob Kerr and the  NAEA GR team for us to use as individuals.

 

But what is NYSSEA doing to help at the state level?  Well, the good news is that this year through the work of Evan Golar, EA, CPA, we are getting recognition at the NYS Department of Taxation and Finance.  Those of you who know Evan will understand that he can be tenacious in pursuing something.  He has put together a FOIL request to get the NYS Audit Manual.  He has contacted (may I say at times pestered) the powers that be at DTF to include us in surveys and announcements. 

 

Frank Degen, EA USTCP, has represented us before the NYS Senate Standing Committee on Finance chaired by SENATOR JOHN A. DEFRANCISCO on October 3, 2013.  It is my hope that we continue to offer well thought out testimony that articulates our position as EAs to the state legislature.  Toward that goal our Secretary Michael Lawrence, EA is working on a project to accomplish just that.  This project is the result of his attending the NAEA Leadership Academy last June.  When we put together the program we will, of course, share it with you.

 

Continuing education (CE) has become a commodity.  Companies are competing to take our dollars as EAs and that puts continued pressure on our chapters and on our annual conference.    Competition is a good thing since it lowers costs.  I hope this lower cost does not compromise the quality of our educational opportunities. This year we moved our annual conference to the Villa Roma which disappointed some of our long time attendees who had become comfortable at the Desmond in Albany.  Unfortunately the costs of hotel conferences have increased substantially over the past few years but the price per CE has decreased with the emergence of new providers.

 

There are a few options open to us.  We can increase attendance or increase the price to cover the rising costs.  Unfortunately we were at capacity at the Desmond and to increase the price of our conference would put it out of reach of many of our members.  Hence we moved. The new venue came with some problems that have since been addressed.  In fact, the Villa Roma has been extremely cooperative.  The one thing we can't change is its location.  We are however, working on ways to make everything better for our 2014 conference.   I look forward to seeing more new faces at our annual conference slated for October 25-October 27, 2014.  Please save the date and be prepared for what I am sure will be our most exciting educational program ever. 

 

I want to thank all of you for your continued support of NYSSEA and NAEA and wish you a very happy holiday, wonderful new year and a stress-less, profitable tax season.

 

Don Rosenberg, EA

President

Call for Speakers 
for the 2014 NYSSEA Annual Conference

The 2014 NYSSEA Conference Education Committee has begun planning our next conference scheduled for October 25-October 27, 2014.  We are searching for knowledgeable, experienced and engaging speakers to present on a variety of topics involving tax preparation, tax representation, and ethics.  
 
If you are interested in speaking, please download, complete and submit our Call For Speakers application no later than 5 p.m. EST on December 16, 2013.  More information, including submission details, is on the application.  Click here to view/download the application.
 
If you presented at the NYSSEA conference in the past, including at the 2013 conference, and are interested in doing so again, please submit a completed application.  Let us know that you wish to be considered for this opportunity.  We welcome new speakers and previous speakers.  If you have any questions, please contact Ann Kummer, EA, CPA at [email protected].
NYSSEA Annual Conference Recap
~ by Brenda Quinn, EA, Conference Committee Chair

We had a great NYSSEA Conference October 25th thru October 28th at the Villa Roma Resort and Conference Center in Callicoon, NY.  We had 101 registrants with 27 new attendees.  The education classes were excellent.  The Villa offered a place for colleagues, friends and family to spend time together when the classes were not in session.  We are already working on the 27th Annual NYSSEA Conference which will again be at the Villa Roma, October 25 - October 27, 2014.  We are planning on making the experience even better for 2014.  We may have some exciting surprises for all of you.  Mark your calendars now!!
NYSSEA Award Winners 2013

One of the highlights of the NYSSEA Annual Conference is the presentation of the NYSSEA Awards.  This year was no different. This year's award winners included:

Founders AwardDavid Kaiser, EA
Robert Nadel Above and Beyond AwardCecil Buxo, EA, MST and Handel Edwards, EA, PhD
Excellence in Public Awareness AwardJudy M. Strauss, EA
NYSSEA ScholarshipJeff Gentner, EA
President's AwardJudy M.Strauss, EA

Founders Award Winner: David Kaiser, EA (center), with Jeff Gentner, EA, NYSSEA Executive Director and Sharry Doyle, EA, Awards Chair
Above and Beyond Award Winners: Handel Edwards, EA & Cecil Buxo, EA (center), with Jeff Gentner, EA, NYSSEA Executive Director and Phyllis Jo Kubey, EA, Awards Committee
Excellence in Public Awareness Award Winner: Judy M. Strauss, EA (center), with Phyllis Jo Kubey, EA, Award Committee and Jeff Gentner, EA, NYSSEA Executive Director
President's Award Winner: Judy M.Strauss, EA with NYSSEA President, Don Rosenberg, EA

2013-2014 NYSSEA Board Installed

At the Sunday evening Banquet during the recent NYSSEA Annual Conference, the 2013-2014 NYSSEA Board was installed by NAEA President (and long-time NYSSEA member), Betsey Buckingham, EA.  The new NYSSEA Board includes:

President
Don Rosenberg, EA
First Vice President
Ann Kummer, EA, CPA
Second Vice President
Kenneth Kohlhof, EA
Treasurer
Kimberly S. Manrow, EA
Secretary
Michael E. Lawrence, EA
Director
Henry Grabkowitz, EA
Director
Koreen Jervis, EA
Director
Phyllis Jo Kubey, EA

Since Ann Kummer, EA was elected First Vice President, her position as Director needed to be filled.  At the Monday, October 28th NYSSEA Board Meeting, the NYSSEA Board appointed Gino Comparetto, EA to fill this one-year position on the NYSSEA Board.

Returning NYSSEA Directors include:  
Patrick O'Hara, EA  
and  Vicki Hermann, EA
 
Don Rosenberg, EA is sworn in as NYSSEA President
by NAEA President Betsey Buckingham, EA, while other NYSSEA Board members look on.