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NEW YORK STATE SOCIETY OF ENROLLED AGENTS BOARD OF DIRECTORS
MEETING
JUNE 6, 2015 THE COURTYARD MARRIOTT
EAST ELMHURST, NY
Board of Directors Present: Ann Kummer, EA, CPA President; Ken
Kohlhof, EA 1st Vice President; Michael Lawrence, EA 2nd Vice
President; Vicki Hermann, EA Secretary, Eve Lansing, EA Treasurer;
Donald Rosenberg, EA Immediate Past President; Jeff Gentner, EA
Executive Director; Henry Grabkowitz, EA Director at Large; Phyllis
Jo Kubey, EA Director at Large; Koreen Jervis, EA Director at
Large; Gino Comparetto, EA Director at Large; Handel Edwards, EA
Director at Large; James Racaniello, EA Director at Large; John
Roland, EA Director Central, H. Rodger Alwais, EA Director
Nassau/Suffolk; Michele Eaton, EA Director Lower Hudson Valley;
Carolyn Hallisey, EA Director Mid-Hudson Valley; Marc Dombrowski,
EA Director Western; Loyd Lemos, EA Director Brooklyn/Queens.
Absent: Director for Metro; Director for Capital no one elected.
Guest: Vicki McGinn, CPA, EA; Cecil Buxo, EA. Call to Order: The
Board Meeting of the New York State Society of Enrolled
Agents was called to order at 9:30 AM by President Ann Kummer,
EA, CPA.
Quorum: Nineteen of Twenty One Board Members Present. Officer’s
Remarks: Ann Kummer, EA, CPA President thanked everyone for coming
to
the board meeting. She also stated the Strategic Plan is going
to be looked at over the coming year. She also thanked Michael
Lawrence, EA and the Government Relations committee for all their
hard work on Legislative Day and the success of getting the bill
passed in the Assembly and Senate. She congratulated Don Rosenberg,
EA on being elected to the Board of Directors at the National level
and also appointed him Chair of the Nominating Committee. She would
also like to do a charity table at Conference. She also updated the
Board on the position of Treasurer stating that we are splitting
the duties between everyday bookkeeping work and the reviewing of
the financial statements and overall financial health of the
Society. Ken Kohlhof, EA 1st Vice President stated that the NYS
Assembly Ways and Means Committee is happy with our proposed bill
the way it is rewritten. Michael Lawrence, EA 2nd Vice President
stated that Legislative
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Day had a bigger impact this year because of the bills we were
trying to get passed in the Assembly and Senate and we were able to
get additional Legislators to sign on to the bills. Vicki Hermann,
EA Secretary asked the Directors of the Chapters to report back and
let the education chair of each Chapter know that they need to be
the one who requests the CE numbers. Eve Lansing, EA thanked all
for their support and has enjoyed being part of this Board. Donald
Rosenberg, EA stated Legislative Day is getting recognized by CPA’s
and they like what we are doing. Jeff Gentner, EA stated that he
needs to get responses to emails for Board meetings whether or not
you are coming because he needs to give the hotel information on
how many are attending so that they can set up the room correctly.
He also stated that he was asked to be on the Committee for the
search for a new EVP at NAEA.
Agenda: Agenda and consent agenda approved with the following
items
removed: 1. Gino Comparetto Director’s Report. 2. Conference
Committee Report. 3. Task Force: Educating America Report. 4.
Membership Committee Report. 5. Minutes for January 10, 2015 were
approved.
Special Order of Business: Segregation of Treasurer
responsibilities/New Treasurer. Motion was made by Michele Eaton,
EA that Treasurer duties be split by the Board by hiring an outside
firm to do the bookkeeping and leaving responsibility for financial
statements and oversight with the Treasurer. Seconded by Henry
Grabkowitz, EA. Motion passed. Motion made by Marc Dombrowski, EA
that we hire Custom Accounting Services to provide bookkeeping
services and payroll Services after 06/30/15. This relationship
should last through 12/31/16 to be reviewed at that time. Seconded
by James Racaniello, EA. Motion passed. Jeff Gentner, EA gave the
results of the member survey that he did as part of his project for
Schuldiner/Smollan Leadership Academy. He stated that he only got
244 responses to the survey out of 2000. Unfinished Business:
Chapter CE pricing: The Board realized that we cannot have one
single price for CE because of the differences between Chapters
but Chapters are encouraged to continue to work on difference for
member versus nonmember pricing.
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SOP for Treasurer is still a work in process because of the
changes in the way the position is structured now.
New Business: The Conference Committee reported that speaker
contracts were signed as of this time. The Committee also stated
that they have a conference call coming up to finish up the details
for this year’s conference.
Motion made by James Racaniello, EA that the NYSSEA
Conference fee for non-members be $50 more than members for both
the Early Bird and Non Early Bird Price. Daily Fees to be $25 more
than members per day. Seconded by Eve Lansing, EA. Motion
passed.
Motion made by Marc Dombrowski, EA that NYSSEA purchase
and provide each registrant with an oval EA sticker at the 2015
Conference. Seconded by Loyd Lemos, EA. Motion passed.
Motion made by Henry Grabkowitz that the ancillary
conference
pricing in Brenda Quinn’s conference committee report be
adopted. Seconded by James Racaniello, EA. Motion passed.
Motion made by Gino Comparetto that NYSSEA advertise in the
EA Journal for our October conference. the price not to exceed
$1700 Full page black and white $1425 and ½ page black and white
$995. Seconded by Marc Dombrowski, EA. Motion passed 18 Aye and 1
Nay.
Motion made by Marc Dombrowski, EA that the budget is passed
as amended which includes 90 members at early bird special and
legal defense. Seconded by Gino Comparetto, EA. Motion passed.
Motion made by Phyllis Jo Kubey, EA that NYSSEA adds web
links for allied professional organizations to be reviewed by
the Executive Committee as needed. Seconded by Gino Comparetto, EA.
Motion passed.
Motion made by Koreen Jervis, EA that Members accepted to
the
NAEA SSLA will be reimbursed all expenses not covered by NAEA
using funds form the NYSSEA Scholarship Fund. Seconded by Michele
Eaton, EA. Motion passed.
Motion made by Henry Grabkowitz, EA that NYSSEA adopts the
policy that all events and presentations and related materials
cannot be recorded or used without prior written authorization.
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Violators will be asked to desist or depart the premises.
Seconded by James Racaniello, EA. Motion passed.
Unfinished Business: SOP for Treasurer and Strategic Planning to
be updated. Adjournment: Meeting adjourned at 3:45 PM Respectfully
Submitted Vicki Hermann, EA Secretary Next Meeting October 23, 2015
at Honor’s Haven Resort, Ellenville, NY.
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NYSSEA Board Packet June 6, 2015 Table of Contents
Meeting Agenda
President’s Report 1st Vice-President’s Report 2nd
Vice-President’s Report Secretary’s Report – Minutes from January
10, 2015 Treasurer’s Report – Including Profit & Loss Statement
July 2014 – April 2015 Immediate Past President’s Report Executive
Director’s Report Summary and Responses to NYSSEA Member Survey –
January 2015 Director Reports
Gino Comparetto, EA Handel Edwards Henry Grabkowitz, EA Koreen
Jervis, EA Phyllis Jo Kubey, EA, CFP, ATA, ATP James Racaniello,
EA
Brooklyn-Queens Chapter Report
Capital Chapter Report
Central Chapter Report
Lower-Hudson Valley Chapter Report
Metro Chapter Report
Mid-Hudson Valley Chapter Report
Western Chapter Report
Awards and Scholarships Committee Report
CE Reporting Committee Report
Conference Committee Report
NYS DTF Liaison Committee Report
Governance Committee Report
Government Relations Committee
Membership Committee Report
Task Force: Educating America Report
Chapter Revitalization Committee
PROPOSED Budget: FYE 6/30/2016
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26
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46
47
49
50
56
57
58
59
60
61
62
63
64
66
67
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69
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page
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Members Licensed to Represent Taxpayers before the Internal
Revenue Service
Contact: Jeffrey R Gentner, EA, Executive Director Email:
[email protected]
Phone: 716-616-0104 Web Site: nyssea.org
Ann E Kummer, EA, CPA, President Kenneth Kohlhof, EA, 1st
Vice-President Michael E Lawrence, EA, 2nd Vice-President Eve M.
Lansing, EA, Treasurer Vicki Hermann, EA, Secretary
AGENDA
NYSSEA BOARD OF DIRECTORS MEETING
SATURDAY, JUNE 6, 2015 9:30 AM – 4:00 PM Courtyard Marriott NY
LaGuardia Airport
9010 Ditmars Blvd East Elmhurst, NY 11369
I. Call to Order Roll Call
II. Officers’ Remarks III. Approval of Agenda IV. Special Order
of Business
Segregation of Treasurer responsibilities/New Treasurer
Membership Survey Results
V. Approval of the Consent Agenda Approval of Minutes – January
10, 2015
Committee Reports
VI. Unfinished Business Chapter CE pricing
SOP for Treasurer
VII. New Business 2015 Conference pricing for meals/breaks,
banquet
Budget for FYE 6/30/16
Links to other professional organizations on nyssea.org
Use of Scholarship funds for SSLA attendees
NYSSEA Strategic Planning in conjunction with updated NAEA
Strategic Plan
Recording policy at NYSSEA CE events
VIII. Good of the Order
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Members Licensed to Represent Taxpayers before the Internal
Revenue Service
Contact: Jeffrey R Gentner, EA, Executive Director Email:
[email protected]
Phone: 716-616-0104 Web Site: nyssea.org
Ann E Kummer, EA, CPA, President Kenneth Kohlhof, EA, 1st
Vice-President Michael E Lawrence, EA, 2nd Vice-President Eve M.
Lansing, EA, Treasurer Vicki Hermann, EA, Secretary Board
Report
Meeting: June 6, 2015 President
Can we really be nearly halfway through 2015 already? From what
the calendar say, apparently so. In January, I discussed the need
for positive change, yet the truth of the matter is that change
occurs for better or worse. Many of us endured a difficult busy
season, for various reasons, but whether we attributed those trials
to tax law changes or to shifts in our practices or our lives, we
faced change among challenge. Member needs do not remain static;
therefore, board needs and responses cannot either. One of our
biggest goals for the upcoming year will be to revisit our
strategic plan to determine how to support NAEA’s updated strategic
plan. Jeff Gentner, EA’s membership survey offers some insight into
what we’re doing right and in what areas we need to improve. I hope
we can collectively expand the organization and strengthen NYSSEA
as an affiliate state-wide from Buffalo to Montauk and all points
in between. The board must adapt to encourage this growth,
collaborating in both new and tried-and-true methods. A board that
thrives on change and pulls on its own energy and of its membership
often inspires others to involvement, transferring its dynamism
back to members, creating a symbiotic, sustaining relationship. We
are faced with a major mid-year change of Treasurer as Eve Lansing,
EA is relocating to North Carolina. With that, I see an opportunity
for us to adjust our procedures to allow our next Treasurer more
time to globally review the financials, prepare a budget in line
with strategic goals, and participate as an Executive Committee
member rather than being bogged down by recordkeeping and data
entry. This transition will be discussed during the board meeting
and, for the first few months, it will continue to evolve, with a
more formal evaluation to be scheduled in mid to late 2016. I
personally want to thank Eve for her efforts in the position and
wish her and her husband, Tom the best as they begin their new
life. May has been a very busy NYSSEA month beginning with our 2nd
Annual Legislative Day and followed by NAEA’s Fly-In, APEX, and the
NAEA Board Installation and Board Meeting. Our own Legislative Day
was fantastic and I urge you to join us (or join us again) next
year. It was a pleasure to meet with legislators to introduce them
to EAs and to request support for our Senate and Assembly bills.
You’re never on your own so no fear of stage fright. My thanks to
Michael Lawrence, EA, his staff, and his Government Relations
Committee for their efforts before, during and after tax season to
plan, implement, and follow-up on this event. Special thanks to Ken
Kohlhof, EA for his work after Legislative Day for revisions to the
legislation following our Ways and Means staff meeting. This was my
first time attending NAEA’s Fly-In in Washington, D.C. and yet
another marvelous experience. A 10-member NYSSEA contingent met
with Sen. Gillibrand’s staff as well as with Sen. Schumer’s staff
and the Senator himself (photo op!). Patrick O’Hara, EA and I
teamed up to meet with Rep. Chris Gibson, who subsequently signed
on to co-sponsor the EA Credential Act bill! I thank all NYSSEA
members, many of whom sit on the board, for their time and effort
in attending one or both legislative events. APEX was valuable,
with much to learn about NAEA member benefits, changes in member
services (paper invoices!), membership goals, Educating America
updates and information, roundtable discussions focusing on
increasing benefit awareness and perception of membership value,
and the NAEA Profile Challenge!
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Members Licensed to Represent Taxpayers before the Internal
Revenue Service
Contact: Jeffrey R Gentner, EA, Executive Director Email:
[email protected]
Phone: 716-616-0104 Web Site: nyssea.org
Ann E Kummer, EA, CPA, President Kenneth Kohlhof, EA, 1st
Vice-President Michael E Lawrence, EA, 2nd Vice-President Eve M.
Lansing, EA, Treasurer Vicki Hermann, EA, Secretary
Can we get NYSSEA members to complete their profiles? Less than
5% of us have complete profiles. Think yours is complete? Login to
naea.org and find out by exploring all the areas of your profile.
The affiliate with the highest increase in completed profiles
amongst its members by October 15, 2015 will win a prize (TBD).
Please check your profile and encourage your chapter members to do
the same. Lastly, congratulations to Jeff Gentner, EA for becoming
chair of the Affiliate Council! My trip to D.C. ended with the NAEA
Board Installation and then the NAEA Board Meeting. It was a
pleasure to witness Donald Rosenberg, EA’s installation as a
director. It was also a delight to be there for the full changing
of the guard, with Terry Durkin, EA’s installation as President, as
Lonnie Gary, EA transitioned to Immediate Past President. We also
said goodbye to Mike Nelson, NAEA’s long-time EV. We wish him well
in his new post and welcome John Fiegel, CAE into the Interim EVP
position. NAEA has formed a search committee to identify our next
EVP. I have asked Don to serve as chair of the Nominating
Committee, to which he has agreed. He’ll be looking for a few good
members to run for open positions. Please nominate yourself or
others for positions on the board and always look for new faces,
whether for board positions or committees. It would be a
magnificent “problem” to have too many candidates or too many
volunteers for committees. I also wanted to tip my proverbial hat
to Central and to Brooklyn/Queens. Central, I noted, has a state
legislator coming to visit at a chapter meeting in August.
Brooklyn/Queens has planned a community service event by teaming up
with a distinguished speaker and Target stores. I’m thrilled that
you are scheduling non-CE specific events which can increase
recognition of the credential and increase our presence in our
communities. I hope to see other chapters thinking outside the box
and beyond CE. Our conference education and registration committees
have been busy firming up plans and I believe we’ll have another
wonderful, strong conference this year, the first at Honors Haven.
We’ll hear from Henry and Koreen at our meeting. I hope each of you
is actively inviting others to attend this fantastic event! As you
see, we have a packed agenda. I’ll see you at the meeting, but I’m
available whenever you need to reach me. I’m pleased to serve this
organization. Please come prepared with your thoughts and ideas
after reviewing the full packet.
One way to keep momentum going is to have constantly greater
goals. ~ Michael Korda Respectfully submitted, Ann E. Kummer, EA
CPA
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Members Licensed to Represent Taxpayers before the Internal
Revenue Service
Contact: Jeffrey R Gentner, EA, Executive Director Email:
[email protected]
Phone: 716-616-0104 Web Site: nyssea.org
Ann E Kummer, EA, CPA, President Kenneth Kohlhof, EA, 1st
Vice-President Michael E Lawrence, EA, 2nd Vice-President Eve M.
Lansing, EA, Treasurer Vicki Hermann, EA, Secretary
Board Report Meeting: June 6, 2015
1st Vice President
To the Members of the Board:
Since the January Board Meeting, a large part of my time has
been spent doing what most of you have been doing: being one of
America's Tax Experts! With only three returns still on extension
(one of them mine), my attention has turned to the affairs of
NYSSEA.
In addition to participating in the monthly executive committee
conference calls, I was actively involved as Chairman of the
Membership Committee (see separate report). On the local level, I
was invited by the IRS to the Practitioners Liaison Meeting held on
May 19, 2015. I look forward to being more involved with the IRS at
the chapter level.
The most significant undertaking for me during this period, was
attending the Albany Legislative Day on May 5. While we had fewer
participants than last year, I believe this was more than offset by
the experience we gained last year, enabling us to be far more
effective this year. Kudos to Michael Lawrence and his staff for
successfully planning a steadily shifting event with many
legislators, most of whom remembered us from last year. In
addition, Michael was able to schedule a meeting with the Ways
& Means Committee, where our proposed bill resided. By virtue
of being the only Executive Committee member in that that meeting
not attending the D.C. Fly-In, I had the opportunity to follow up
with Mr. Minoru Hata and address his concerns with our proposal.
With some small changes to the language and guidance from Mr. Craig
Swiecki, I am happy to report the bill has been revised, accepted
by the Ways & Means Committee and was presented to our
legislative sponsors in both houses on May 27.
Respectfully submitted,
Ken Kohlhof, EA 1st Vice President, NYSSEA
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NEW YORK STATE SOCIETY OF ENROLLED AGENTS BOARD OF DIRECTORS
MEETING
JANUARY 10, 2015 THE COURTYARD MARRIOTT
EAST ELMHURST, NY
Board of Directors Present: Ann Kummer, EA, CPA President; Ken
Kohlhof, EA 1st Vice President; Michael Lawrence, EA 2nd Vice
President; Vicki Hermann, EA Secretary, Eve Lansing, EA Treasurer;
Donald Rosenberg, EA Immediate Past President; Jeff Gentner, EA
Executive Director; Henry Grabkowitz, EA Director at Large; Phyllis
Jo Kubey, EA Director at Large; Gino Comparetto, EA Director at
Large; Handel Edwards, EA Director at Large; James Racaniello, EA
Director at Large; John Roland, EA Director Central, H. Rodger
Alwais, EA Director Nassau/Suffolk; Michele Eaton, EA Director
Lower Hudson Valley; Carolyn Hallisey, EA Director Mid-Hudson
Valley; Marc Dombrowski, EA Director Western.
Absent: Koreen Jervis, EA Director at Large; Cecil Buxo, EA
Director
Brooklyn/Queens; Director for Metro; Director for Capital no one
elected.
Guest: Vicki McGinn, CPA, EA. Call to Order: The Board Meeting
of the New York State Society of Enrolled
Agents was called to order at 9:31 AM by President Ann Kummer,
EA, CPA.
Quorum: Seventeen of Twenty One Board Members Present. Officer’s
Remarks: Ann Kummer, EA, CPA President thanked everyone for coming
to
the board meeting and remarked that she needs to name a new
Finance Committee Chair. Ken Kohlhof, EA 1st Vice President said
that he has been reaching out to the members as to why they have or
have not paid to keep their membership up with NAEA or to let them
know that their membership with NAEA is about to expire. Michael
Lawrence, EA 2nd Vice President asked that his Government Relations
report be pulled. Vicki Hermann, EA Secretary stated that all CE
reporting was updated except for the meetings that happened on the
Wednesday before the Board Meeting. Eve Lansing, EA thanked all for
being patient with her while she was getting going with QuickBooks.
Donald Rosenberg, EA stated that Chapter Revitalization is very
important to our Society and we need to find a way to make all our
members feel welcome whether they are existing members or new
members.
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Agenda: Agenda and consent agenda approved with the following
items
removed: 1. Governance Committee Report. 2. Financial Review
Committee Report. 3. Director Report Phyllis Jo Kubey.
Unfinished Business: None. New Business: The Board discussed the
2016 Annual Conference locations with
proposals to hold the conference downstate. It was also
suggested that we have 2-3 places for member’s input at the 2015
Conference. It was suggested that Conference start to be marketed
now. It was suggested that courses be taped for later webinars. It
was suggested that maybe a task force should be formed addressing
the Annual Conference.
The Board discussed pricing for the 2015 Annual Conference.
Motion made by Henry Grabkowitz, EA that the Conference
course materials are made available in electronic format for
distribution to attendees. Such distribution can be made either via
flash drive or via drop box or similar service. The fee for the
2015 Conference shall be set at $475 for members to accommodate
both formats. Seconded by Phyllis Jo Kubey, EA. Motion passed 16
Ayes and 1 Nay.
Motion made by Donald Rosenberg, EA that the following
member fees adopted for the 2015 Annual Conference: Daily rate
$200 and Monday rate $150. Seconded by Eve Lansing, EA. Motion
passed.
Henry Grabkowitz, EA moved to pass the budget as is. Motion made
by Donald Rosenberg, EA that we establish a line
item in our budget for restricted funds-Legal Defense and
allocate $2,500 for the FYE 06/30/15 budget. Seconded by Michael
Lawrence, EA. Motion passed.
Motion made by Vicki Hermann, EA that we accept the 2015
budget as amended. Seconded by James Racaniello, EA. Motion
passed.
The Board discussed the establishment of CE pricing structure
at
chapter events. Phyllis proposed minimum pricing differential
which led to a lively discussion. The discussion ended in a
request
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by Ann Kummer, EA, CPA President, that Chapter Reps discuss this
with their chapters and propose a suitable differential for their
chapter.
Michael Lawrence, EA explained to the Board about writing up
Legislation for our upcoming Legislation Day in May. The date
will be May 4, 5, or 6. The Legislation that we would like to see
passed is for the New York State Power of Attorney (POA) to be
honored the same as the Federal POA is honored by IRS.
Motion made by Michael Lawrence, EA that the attached
legislation be presented to the NYS Legislature to amend the
appropriate section of the tax law (Section 1 Subdivision (c) of
section 3006 of the tax law). Seconded by Donald Rosenberg, EA.
Motion passed.
Phyllis Jo Kubey, EA requested the EC conference call minutes
to
be distributed to the full board to keep them informed of board
business in between board meetings.
Marc Dombrowski, EA is trying to revitalize the Western
Chapter
and had member come up to him after the last Chapter that
offered to help him on the Board of Directors for Western
Chapter.
The Board discussed the matter of EAs signing up on the NYS
website to be listed as practitioners (no fee). Henry
Grabkowitz, EA posted the link to the page on site on the Google
Group for future reference.
Henry Grabkowitz, EA is working on the SOP for the Treasurer
and the Financial & Budget Committee. He is hoping to have
the SOP written up for the next meeting and needed guidance from
the Board.
Ann Kummer, EA, CPA is still trying to form the Finance
Committee, this was stalled after Marion Loiola’s sudden
resignation due to personal matters.
Vicki McGinn, CPA, EA made some comments regarding the
responsibilities of Board Members and the changes in perspective
from Chapter Board to State Board to National Board in preparation
for the Board training scheduled for Sunday January 11, 2015
Unfinished Business: SOP for Treasurer and Financial and Budget
Committee. Chapter CE Pricing.
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Adjournment: Meeting adjourned at 4:06 PM Respectfully Submitted
Vicki Hermann, EA Secretary Next Meeting June 6, 2015 at the
Courtyard Marriott.
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Members Licensed to Represent Taxpayers before the Internal
Revenue Service
Contact: Jeffrey R Gentner, EA, Executive Director Email:
[email protected]
Phone: 716-616-0104 Web Site: nyssea.org
Ann E Kummer, EA, CPA, President Kenneth Kohlhof, EA, 1st
Vice-President Michael E Lawrence, EA, 2nd Vice-President Eve M.
Lansing, EA, Treasurer Vicki Hermann, EA, Secretary
Secretary’s Report
June 2015 May 26, 2015 To the Members of the Board: Since
October I have had the honor to serve as the Secretary of NYSSEA,
and attending all of the Executive Committee teleconferences where
I have taken the minutes for all of the teleconference calls there
have been plus the minutes for the January 2015 meeting. Since our
last Board meeting I have been accepted in the Schuldiner/Smollan
Leadership Academy which I will be attending in June. As of this
time I have not been assigned a project to complete. I look forward
to the opportunity of attending the Schuldiner/Smollan Leadership
Academy so that I can became a better leader and person in the
future. Respectfully submitted, Vicki Hermann, EA
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Eve M. Lansing, EA Treasurer - NYSSEA
Lansing & Lansing LLC 88 Ballston Avenue
Ballston Spa, NY 12020-1901 [email protected]
May 27, 2015 Treasurer's Report for the June 6, 2015 Board
Meeting It has been a much quieter few months as your Treasurer;
however that cannot be said for my tax season. First and foremost I
want to thank you all again for being so patient with me as I
ventured on this world wind journey. Still by far the biggest help
has been keeping the NYSSEA Email open on my computer and checking
it several times a day thanks to the great advice of our wonderful
President Ann. I hope that I have gotten payments out in a much
timelier manner. Now that I finally have a grasp on things I decide
to move to North Carolina on July 1st. I look forward to the move
but will miss you all however I plan to keep being a member or
NYSSEA as well as NCSEA since I have so many clients in NY that I
will continue to serve. A few notes about the financials: 1. You
will note that there are some unclassified items in income, this is
due to not having Event Reports or copies of itemized deposit
slips. 2. There are 4 open items in Undeposited Funds totaling $639
which appears to all be sales receipts from the Auction at
Conference. My guess is that the funds were deposited, but mixed
with other conference funds. I have made no adjustments here as I
was not the Treasurer at the time and I can't be positive as to
what actually happened. 3. There is a small balance of $17.50 in
Accounts Payable but that too is from before my time and I was
unsure of where to offset an adjusting entry since I could not find
the original source. 4. I did make a GJE to clean up some old items
that were being carried on the bank statement since early 2014. 5.
I also went back and redid the bank statements to November to clear
out the reconciliation Discrepancies Account
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Once again I thank you for your patience and kindness. I have
truly enjoyed my time serving on the Board and I will miss you all.
What a group, and what a great learning experience it has been.
Respectfully Submitted, Eve M. Lansing, EA Treasurer - October 26,
2014 - June 6, 2015
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1:20 AM 05/29/15 Accrual Basis
NEW YORK STATE SOCIETY OF ENROLLED AGENTS Profit & Loss by
Class July 2014 through April 2015
Brooklyn/Queens Capital Central Lower Hudson Metro Mid Hudson
Nassau/Suffolk WesternAdministrative & General (Chapters)
(Chapters) (Chapters) (Chapters) (Chapters) (Chapters) (Chapters)
(Chapters) Total Chapters Conference Unclassified TOTAL
Ordinary Income/ExpenseIncome
4000 · Program Income4100 · Chapter Income 100.00 4,275.00
1,355.00 3,055.00 1,820.00 1,277.00 640.00 4,585.00 0.00 17,007.00
0.00 760.00 17,867.004120 · Education Seminars and Programs 0.00
4,485.00 367.72 100.00 990.00 3,335.00 1,620.00 6,450.00 2,130.00
19,477.72 0.00 155.00 19,632.72
Total 4000 · Program Income 100.00 8,760.00 1,722.72 3,155.00
2,810.00 4,612.00 2,260.00 11,035.00 2,130.00 36,484.72 0.00 915.00
37,499.724500 · Membership Income
4510 · Dues - National 47,253.00 0.00 0.00 0.00 0.00 0.00 0.00
110.00 0.00 110.00 0.00 0.00 47,363.00Total 4500 · Membership
Income 47,253.00 0.00 0.00 0.00 0.00 0.00 0.00 110.00 0.00 110.00
0.00 0.00 47,363.004600 · NYSSEA Conference
4360 · Conference Extras 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 1,669.70 0.00 1,669.704610 · Registration Fees 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 160.00 160.00 31,732.00 0.00
31,892.004600 · NYSSEA Conference - Other 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 3,192.00 0.00 3,192.00
Total 4600 · NYSSEA Conference 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 160.00 160.00 36,593.70 0.00 36,753.704800 ·
Miscellaneous Income
4801 · Unknown Source 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 185.00 185.004820 · Commission Income 263.74 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 61.98 0.00 325.724800 ·
Miscellaneous Income - Other 36.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 36.00
Total 4800 · Miscellaneous Income 299.74 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 61.98 185.00 546.724900 · Interest Income
17.15 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
17.15
Total Income 47,669.89 8,760.00 1,722.72 3,155.00 2,810.00
4,612.00 2,260.00 11,145.00 2,290.00 36,754.72 36,655.68 1,100.00
122,180.29Gross Profit 47,669.89 8,760.00 1,722.72 3,155.00
2,810.00 4,612.00 2,260.00 11,145.00 2,290.00 36,754.72 36,655.68
1,100.00 122,180.29
Expense5000 · Chapter Expenses
5010 · Postage 0.00 0.00 0.00 318.07 0.00 0.00 0.00 0.00 0.00
318.07 0.00 0.00 318.075030 · Meeting Costs 0.00 6,151.87 54.18
1,346.55 1,458.83 2,179.53 1,800.00 9,698.18 0.00 22,689.14 0.00
0.00 22,689.145035 · Printing 0.00 126.83 0.00 519.60 67.50 0.00
200.47 219.54 0.00 1,133.94 0.00 0.00 1,133.945050 · Travel 0.00
0.00 0.00 1,757.46 0.00 0.00 0.00 15.00 0.00 1,772.46 0.00 0.00
1,772.465070 · Bank Services 0.00 0.00 0.00 12.00 0.00 0.00 0.00
0.00 0.00 12.00 -20.00 0.00 -8.00
Total 5000 · Chapter Expenses 0.00 6,278.70 54.18 3,953.68
1,526.33 2,179.53 2,000.47 9,932.72 0.00 25,925.61 -20.00 0.00
25,905.615100 · Education Seminars and Prog Exp
5045 · Travel 0.00 0.00 0.00 0.00 0.00 50.30 0.00 0.00 0.00
50.30 0.00 0.00 50.305100 · Education Seminars and Prog Exp - Other
419.00 0.00 0.00 0.00 540.07 0.00 0.00 0.00 0.00 540.07 0.00 0.00
959.07
Total 5100 · Education Seminars and Prog Exp 419.00 0.00 0.00
0.00 540.07 50.30 0.00 0.00 0.00 590.37 0.00 0.00 1,009.375500 ·
NYSSEA Annual Conference
5510 · Credit Card Processing Fees 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 880.16 0.00 880.165520 · Speakers 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10,780.99 0.00
10,780.995550 · Rooms & Meals 128.10 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 22,168.57 0.00 22,296.675590 · Other Exps
128.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 5,530.49 0.00
5,658.49
Total 5500 · NYSSEA Annual Conference 256.10 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 39,360.21 0.00 39,616.315800 · Committee
Expenses
5810 · Awards Committee Exp 290.71 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 290.715870 · Legislative/Gov't Relations
Com 1,758.64 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
1,758.64
Total 5800 · Committee Expenses 2,049.35 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 2,049.356000 · Administrative
& General Exp
6050 · Bank Service Charges 19.95 0.00 0.00 0.00 0.00 12.00 0.00
0.00 0.00 12.00 -12.00 0.00 19.956100 · Postage 62.35 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 62.356200 ·
Advertising 0.00 0.00 0.00 675.00 0.00 0.00 0.00 0.00 0.00 675.00
0.00 0.00 675.006280 · Board Expenses
6281 · Board Meeting Expenses 6,121.62 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 6,121.626282 · Board Member Travel -
National 465.83 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 465.836283 · Board Member Travel - NYSSEA 3,221.29 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3,221.29
Total 6280 · Board Expenses 9,808.74 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 9,808.746300 · Office Supplies 441.10
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 441.106320 ·
Licenses, Fees and Permits -30.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 -30.006330 · Storage Rental 95.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 95.006350 ·
Newsletter Exp 942.84 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 942.846375 · Liability Insurance Expense 500.22 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 500.226700 ·
Membership Dev-Meetings, Events 900.50 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 900.506750 · Website Expenses 657.15
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 657.156900 ·
Executive Director
6910 · Salaries Expenese 13,623.33 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 13,623.336920 · Payroll Taxes &
Unemployment Ex 2,175.58 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 84.00 2,259.586930 · Worker's Comp & Disability
197.63 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -60.00
137.636950 · ExD Travel Exp 1,148.40 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 1,148.40
Total 6900 · Executive Director 17,144.94 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 24.00 17,168.946940 · Payroll Service
Expenses 276.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 276.50
Total 6000 · Administrative & General Exp 30,819.29 0.00
0.00 675.00 0.00 12.00 0.00 0.00 0.00 687.00 -12.00 24.00
31,518.29Total Expense 33,543.74 6,278.70 54.18 4,628.68 2,066.40
2,241.83 2,000.47 9,932.72 0.00 27,202.98 39,328.21 24.00
100,098.93
Net Ordinary Income 14,126.15 2,481.30 1,668.54 -1,473.68 743.60
2,370.17 259.53 1,212.28 2,290.00 9,551.74 -2,672.53 1,076.00
22,081.36Other Income/Expense
Other Income7000 · Released - Scholarships 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,500.00 1,500.007100 · Auction
Income - Restricted 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 2,188.00 2,188.00
Total Other Income 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 3,688.00 3,688.00Other Expense
8500 · Scholarships Awarded 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 1,500.00 0.00 1,500.00Total Other Expense 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,500.00 0.00 1,500.00
Net Other Income 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00 -1,500.00 3,688.00 2,188.00Net Income 14,126.15 2,481.30
1,668.54 -1,473.68 743.60 2,370.17 259.53 1,212.28 2,290.00
9,551.74 -4,172.53 4,764.00 24,269.36
Page 1 of 1
Page 13
-
1:20 AM 05/29/15 Accrual Basis
NEW YORK STATE SOCIETY OF ENROLLED AGENTS Profit & Loss by
Class
July 2014 through April 2015
Brooklyn/Queens Capital Central Lower HudsonAdministrative &
General (Chapters) (Chapters) (Chapters) (Chapters)
Ordinary Income/ExpenseIncome
4000 · Program Income4100 · Chapter Income 100.00 4,275.00
1,355.00 3,055.00 1,820.004120 · Education Seminars and Programs
0.00 4,485.00 367.72 100.00 990.00
Total 4000 · Program Income 100.00 8,760.00 1,722.72 3,155.00
2,810.004500 · Membership Income
4510 · Dues - National 47,253.00 0.00 0.00 0.00 0.00Total 4500 ·
Membership Income 47,253.00 0.00 0.00 0.00 0.004600 · NYSSEA
Conference
4360 · Conference Extras 0.00 0.00 0.00 0.00 0.004610 ·
Registration Fees 0.00 0.00 0.00 0.00 0.004600 · NYSSEA Conference
- Other 0.00 0.00 0.00 0.00 0.00
Total 4600 · NYSSEA Conference 0.00 0.00 0.00 0.00 0.004800 ·
Miscellaneous Income
4801 · Unknown Source 0.00 0.00 0.00 0.00 0.004820 · Commission
Income 263.74 0.00 0.00 0.00 0.004800 · Miscellaneous Income -
Other 36.00 0.00 0.00 0.00 0.00
Total 4800 · Miscellaneous Income 299.74 0.00 0.00 0.00 0.004900
· Interest Income 17.15 0.00 0.00 0.00 0.00
Total Income 47,669.89 8,760.00 1,722.72 3,155.00 2,810.00Gross
Profit 47,669.89 8,760.00 1,722.72 3,155.00 2,810.00
Expense5000 · Chapter Expenses
5010 · Postage 0.00 0.00 0.00 318.07 0.005030 · Meeting Costs
0.00 6,151.87 54.18 1,346.55 1,458.835035 · Printing 0.00 126.83
0.00 519.60 67.505050 · Travel 0.00 0.00 0.00 1,757.46 0.005070 ·
Bank Services 0.00 0.00 0.00 12.00 0.00
Total 5000 · Chapter Expenses 0.00 6,278.70 54.18 3,953.68
1,526.335100 · Education Seminars and Prog Exp
5045 · Travel 0.00 0.00 0.00 0.00 0.005100 · Education Seminars
and Prog Exp - Other 419.00 0.00 0.00 0.00 540.07
Total 5100 · Education Seminars and Prog Exp 419.00 0.00 0.00
0.00 540.075500 · NYSSEA Annual Conference
Page 1 of 9Page 14
-
1:20 AM 05/29/15 Accrual Basis
NEW YORK STATE SOCIETY OF ENROLLED AGENTS Profit & Loss by
Class
July 2014 through April 2015
Brooklyn/Queens Capital Central Lower HudsonAdministrative &
General (Chapters) (Chapters) (Chapters) (Chapters)
5510 · Credit Card Processing Fees 0.00 0.00 0.00 0.00 0.005520
· Speakers 0.00 0.00 0.00 0.00 0.005550 · Rooms & Meals 128.10
0.00 0.00 0.00 0.005590 · Other Exps 128.00 0.00 0.00 0.00 0.00
Total 5500 · NYSSEA Annual Conference 256.10 0.00 0.00 0.00
0.005800 · Committee Expenses
5810 · Awards Committee Exp 290.71 0.00 0.00 0.00 0.005870 ·
Legislative/Gov't Relations Com 1,758.64 0.00 0.00 0.00 0.00
Total 5800 · Committee Expenses 2,049.35 0.00 0.00 0.00 0.006000
· Administrative & General Exp
6050 · Bank Service Charges 19.95 0.00 0.00 0.00 0.006100 ·
Postage 62.35 0.00 0.00 0.00 0.006200 · Advertising 0.00 0.00 0.00
675.00 0.006280 · Board Expenses
6281 · Board Meeting Expenses 6,121.62 0.00 0.00 0.00 0.006282 ·
Board Member Travel - National 465.83 0.00 0.00 0.00 0.006283 ·
Board Member Travel - NYSSEA 3,221.29 0.00 0.00 0.00 0.00
Total 6280 · Board Expenses 9,808.74 0.00 0.00 0.00 0.006300 ·
Office Supplies 441.10 0.00 0.00 0.00 0.006320 · Licenses, Fees and
Permits -30.00 0.00 0.00 0.00 0.006330 · Storage Rental 95.00 0.00
0.00 0.00 0.006350 · Newsletter Exp 942.84 0.00 0.00 0.00 0.006375
· Liability Insurance Expense 500.22 0.00 0.00 0.00 0.006700 ·
Membership Dev-Meetings, Events 900.50 0.00 0.00 0.00 0.006750 ·
Website Expenses 657.15 0.00 0.00 0.00 0.006900 · Executive
Director
6910 · Salaries Expenese 13,623.33 0.00 0.00 0.00 0.006920 ·
Payroll Taxes & Unemployment Ex 2,175.58 0.00 0.00 0.00
0.006930 · Worker's Comp & Disability 197.63 0.00 0.00 0.00
0.006950 · ExD Travel Exp 1,148.40 0.00 0.00 0.00 0.00
Total 6900 · Executive Director 17,144.94 0.00 0.00 0.00
0.006940 · Payroll Service Expenses 276.50 0.00 0.00 0.00 0.00
Total 6000 · Administrative & General Exp 30,819.29 0.00
0.00 675.00 0.00Total Expense 33,543.74 6,278.70 54.18 4,628.68
2,066.40
Net Ordinary Income 14,126.15 2,481.30 1,668.54 -1,473.68
743.60
Page 2 of 9Page 15
-
1:20 AM 05/29/15 Accrual Basis
NEW YORK STATE SOCIETY OF ENROLLED AGENTS Profit & Loss by
Class
July 2014 through April 2015
Brooklyn/Queens Capital Central Lower HudsonAdministrative &
General (Chapters) (Chapters) (Chapters) (Chapters)
Other Income/ExpenseOther Income
7000 · Released - Scholarships 0.00 0.00 0.00 0.00 0.007100 ·
Auction Income - Restricted 0.00 0.00 0.00 0.00 0.00
Total Other Income 0.00 0.00 0.00 0.00 0.00Other Expense
8500 · Scholarships Awarded 0.00 0.00 0.00 0.00 0.00Total Other
Expense 0.00 0.00 0.00 0.00 0.00
Net Other Income 0.00 0.00 0.00 0.00 0.00Net Income 14,126.15
2,481.30 1,668.54 -1,473.68 743.60
Page 3 of 9Page 16
-
1:20 AM 05/29/15 Accrual Basis
NEW YORK STATE SOCIETY OF ENROLLED AGENTS Profit & Loss by
Class
July 2014 through April 2015
Ordinary Income/ExpenseIncome
4000 · Program Income4100 · Chapter Income4120 · Education
Seminars and Programs
Total 4000 · Program Income4500 · Membership Income
4510 · Dues - NationalTotal 4500 · Membership Income4600 ·
NYSSEA Conference
4360 · Conference Extras4610 · Registration Fees4600 · NYSSEA
Conference - Other
Total 4600 · NYSSEA Conference4800 · Miscellaneous Income
4801 · Unknown Source4820 · Commission Income4800 ·
Miscellaneous Income - Other
Total 4800 · Miscellaneous Income4900 · Interest Income
Total IncomeGross Profit
Expense5000 · Chapter Expenses
5010 · Postage5030 · Meeting Costs5035 · Printing5050 ·
Travel5070 · Bank Services
Total 5000 · Chapter Expenses5100 · Education Seminars and Prog
Exp
5045 · Travel5100 · Education Seminars and Prog Exp - Other
Total 5100 · Education Seminars and Prog Exp5500 · NYSSEA Annual
Conference
Metro Mid Hudson Nassau/Suffolk Western(Chapters) (Chapters)
(Chapters) (Chapters) Total Chapters Conference
1,277.00 640.00 4,585.00 0.00 17,007.00 0.003,335.00 1,620.00
6,450.00 2,130.00 19,477.72 0.004,612.00 2,260.00 11,035.00
2,130.00 36,484.72 0.00
0.00 0.00 110.00 0.00 110.00 0.000.00 0.00 110.00 0.00 110.00
0.00
0.00 0.00 0.00 0.00 0.00 1,669.700.00 0.00 0.00 160.00 160.00
31,732.000.00 0.00 0.00 0.00 0.00 3,192.000.00 0.00 0.00 160.00
160.00 36,593.70
0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 61.980.00
0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 61.980.00 0.00
0.00 0.00 0.00 0.00
4,612.00 2,260.00 11,145.00 2,290.00 36,754.72 36,655.684,612.00
2,260.00 11,145.00 2,290.00 36,754.72 36,655.68
0.00 0.00 0.00 0.00 318.07 0.002,179.53 1,800.00 9,698.18 0.00
22,689.14 0.00
0.00 200.47 219.54 0.00 1,133.94 0.000.00 0.00 15.00 0.00
1,772.46 0.000.00 0.00 0.00 0.00 12.00 -20.00
2,179.53 2,000.47 9,932.72 0.00 25,925.61 -20.00
50.30 0.00 0.00 0.00 50.30 0.000.00 0.00 0.00 0.00 540.07
0.0050.30 0.00 0.00 0.00 590.37 0.00
Page 4 of 9Page 17
-
1:20 AM 05/29/15 Accrual Basis
NEW YORK STATE SOCIETY OF ENROLLED AGENTS Profit & Loss by
Class
July 2014 through April 2015
Ordinary Income/Expense5510 · Credit Card Processing Fees5520 ·
Speakers5550 · Rooms & Meals5590 · Other Exps
Total 5500 · NYSSEA Annual Conference5800 · Committee
Expenses
5810 · Awards Committee Exp5870 · Legislative/Gov't Relations
Com
Total 5800 · Committee Expenses6000 · Administrative &
General Exp
6050 · Bank Service Charges6100 · Postage6200 · Advertising6280
· Board Expenses
6281 · Board Meeting Expenses6282 · Board Member Travel -
National6283 · Board Member Travel - NYSSEA
Total 6280 · Board Expenses6300 · Office Supplies6320 ·
Licenses, Fees and Permits6330 · Storage Rental6350 · Newsletter
Exp6375 · Liability Insurance Expense6700 · Membership
Dev-Meetings, Events6750 · Website Expenses6900 · Executive
Director
6910 · Salaries Expenese6920 · Payroll Taxes & Unemployment
Ex6930 · Worker's Comp & Disability6950 · ExD Travel Exp
Total 6900 · Executive Director6940 · Payroll Service
Expenses
Total 6000 · Administrative & General ExpTotal Expense
Net Ordinary Income
Metro Mid Hudson Nassau/Suffolk Western(Chapters) (Chapters)
(Chapters) (Chapters) Total Chapters Conference
0.00 0.00 0.00 0.00 0.00 880.160.00 0.00 0.00 0.00 0.00
10,780.990.00 0.00 0.00 0.00 0.00 22,168.570.00 0.00 0.00 0.00 0.00
5,530.490.00 0.00 0.00 0.00 0.00 39,360.21
0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.000.00
0.00 0.00 0.00 0.00 0.00
12.00 0.00 0.00 0.00 12.00 -12.000.00 0.00 0.00 0.00 0.00
0.000.00 0.00 0.00 0.00 675.00 0.00
0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.000.00
0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00
0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00
0.000.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.000.00
0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.000.00
0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00
0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.0012.00 0.00 0.00 0.00
687.00 -12.00
2,241.83 2,000.47 9,932.72 0.00 27,202.98 39,328.212,370.17
259.53 1,212.28 2,290.00 9,551.74 -2,672.53
Page 5 of 9Page 18
-
1:20 AM 05/29/15 Accrual Basis
NEW YORK STATE SOCIETY OF ENROLLED AGENTS Profit & Loss by
Class
July 2014 through April 2015
Ordinary Income/ExpenseOther Income/ExpenseOther Income
7000 · Released - Scholarships7100 · Auction Income -
Restricted
Total Other IncomeOther Expense
8500 · Scholarships AwardedTotal Other Expense
Net Other IncomeNet Income
Metro Mid Hudson Nassau/Suffolk Western(Chapters) (Chapters)
(Chapters) (Chapters) Total Chapters Conference
0.00 0.00 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.000.00
0.00 0.00 0.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 1,500.000.00 0.00 0.00 0.00 0.00
1,500.000.00 0.00 0.00 0.00 0.00 -1,500.00
2,370.17 259.53 1,212.28 2,290.00 9,551.74 -4,172.53
Page 6 of 9Page 19
-
1:20 AM 05/29/15 Accrual Basis
NEW YORK STATE SOCIETY OF ENROLLED AGENTS Profit & Loss by
Class
July 2014 through April 2015
Ordinary Income/ExpenseIncome
4000 · Program Income4100 · Chapter Income4120 · Education
Seminars and Programs
Total 4000 · Program Income4500 · Membership Income
4510 · Dues - NationalTotal 4500 · Membership Income4600 ·
NYSSEA Conference
4360 · Conference Extras4610 · Registration Fees4600 · NYSSEA
Conference - Other
Total 4600 · NYSSEA Conference4800 · Miscellaneous Income
4801 · Unknown Source4820 · Commission Income4800 ·
Miscellaneous Income - Other
Total 4800 · Miscellaneous Income4900 · Interest Income
Total IncomeGross Profit
Expense5000 · Chapter Expenses
5010 · Postage5030 · Meeting Costs5035 · Printing5050 ·
Travel5070 · Bank Services
Total 5000 · Chapter Expenses5100 · Education Seminars and Prog
Exp
5045 · Travel5100 · Education Seminars and Prog Exp - Other
Total 5100 · Education Seminars and Prog Exp5500 · NYSSEA Annual
Conference
Unclassified TOTAL
760.00 17,867.00155.00 19,632.72915.00 37,499.72
0.00 47,363.000.00 47,363.00
0.00 1,669.700.00 31,892.000.00 3,192.000.00 36,753.70
185.00 185.000.00 325.720.00 36.00
185.00 546.720.00 17.15
1,100.00 122,180.291,100.00 122,180.29
0.00 318.070.00 22,689.140.00 1,133.940.00 1,772.460.00
-8.000.00 25,905.61
0.00 50.300.00 959.070.00 1,009.37
Page 7 of 9Page 20
-
1:20 AM 05/29/15 Accrual Basis
NEW YORK STATE SOCIETY OF ENROLLED AGENTS Profit & Loss by
Class
July 2014 through April 2015
Ordinary Income/Expense5510 · Credit Card Processing Fees5520 ·
Speakers5550 · Rooms & Meals5590 · Other Exps
Total 5500 · NYSSEA Annual Conference5800 · Committee
Expenses
5810 · Awards Committee Exp5870 · Legislative/Gov't Relations
Com
Total 5800 · Committee Expenses6000 · Administrative &
General Exp
6050 · Bank Service Charges6100 · Postage6200 · Advertising6280
· Board Expenses
6281 · Board Meeting Expenses6282 · Board Member Travel -
National6283 · Board Member Travel - NYSSEA
Total 6280 · Board Expenses6300 · Office Supplies6320 ·
Licenses, Fees and Permits6330 · Storage Rental6350 · Newsletter
Exp6375 · Liability Insurance Expense6700 · Membership
Dev-Meetings, Events6750 · Website Expenses6900 · Executive
Director
6910 · Salaries Expenese6920 · Payroll Taxes & Unemployment
Ex6930 · Worker's Comp & Disability6950 · ExD Travel Exp
Total 6900 · Executive Director6940 · Payroll Service
Expenses
Total 6000 · Administrative & General ExpTotal Expense
Net Ordinary Income
Unclassified TOTAL0.00 880.160.00 10,780.990.00 22,296.670.00
5,658.490.00 39,616.31
0.00 290.710.00 1,758.640.00 2,049.35
0.00 19.950.00 62.350.00 675.00
0.00 6,121.620.00 465.830.00 3,221.290.00 9,808.740.00
441.100.00 -30.000.00 95.000.00 942.840.00 500.220.00 900.500.00
657.15
0.00 13,623.3384.00 2,259.58-60.00 137.630.00 1,148.4024.00
17,168.940.00 276.5024.00 31,518.2924.00 100,098.93
1,076.00 22,081.36
Page 8 of 9Page 21
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1:20 AM 05/29/15 Accrual Basis
NEW YORK STATE SOCIETY OF ENROLLED AGENTS Profit & Loss by
Class
July 2014 through April 2015
Ordinary Income/ExpenseOther Income/ExpenseOther Income
7000 · Released - Scholarships7100 · Auction Income -
Restricted
Total Other IncomeOther Expense
8500 · Scholarships AwardedTotal Other Expense
Net Other IncomeNet Income
Unclassified TOTAL
1,500.00 1,500.002,188.00 2,188.003,688.00 3,688.00
0.00 1,500.000.00 1,500.00
3,688.00 2,188.004,764.00 24,269.36
Page 9 of 9Page 22
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Members Licensed to Represent Taxpayers before the Internal
Revenue Service
Contact: Jeffrey R Gentner, EA, Executive Director Email:
[email protected]
Phone: 716-616-0104 Web Site: nyssea.org
Ann E Kummer, EA, CPA, President Kenneth Kohlhof, EA, 1st
Vice-President Michael E Lawrence, EA, 2nd Vice-President Eve M.
Lansing, EA, Treasurer Vicki Hermann, EA, Secretary
Immediate Past President Report June 2015
Like most of you since our last board meeting in January I have
been distracted from my work for NAEA by tax season, I know shame
on me. The role of the IPP is to advise the president as they take
office. Ann and I have been in contact throughout the past months
to discuss various issues and concerns as they arise. We also try
to anticipate events. I did attend the legislative day in Albany
representing NYSSEA and my district. In addition I did meet with
Handel Edwards to talk about chapter revitalization. I would like
to see chapters play a more important role in all of our strategic
initiatives not just education. As a member of the NAEA board I was
elected to serve all of our members not just those in NY. That
being said I will still continue to look out for our interests but
recognize there are times there may be conflict. I did have the
honor of serving on the board and can report that we have many
important initiatives on the table this year. Our strategic goals
are in the MAY/JUNE EA Journal and need to be discussed at our June
board meeting. In addition the board is undertaking a search for a
new EVP. Mike Nelson has moved on to another organization, National
Court Reporters of America and we have appointed a new interim EVP
John Feigel who took over on May 16. I am going to be heading up
the nominating committee for NYSSEA this June as has been our
tradition. I look forward to your suggestions. Respectfully
submitted Donald Rosenberg, EA
Page 23
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Report from the Executive Director
June 6, 2015 NYSSEA Board Meeting
Since the January 2015 NYSSEA Board Meeting, I have been busy
with a number of projects, which always includes maintenance of the
NYSSEA Web Site. The hardest part of updating the web site is
getting information from the Chapters. I urge all Chapter Reps and
other officers to check their Chapter Page to make sure that the
Officer information is up-to-date. Also, please check the calendar
page and let me know of any meetings that need to be posted. Most
Chapters have started including a meeting flyer that I can easily
attach to an event. I think members like having the flyers
available since they include all the details about the event. The
last update of the Find an EA page was done in December 2014. I
will be doing the next update of this page in mid-July since the
majority of renewals for NAEA are due July 1, 2015. This will
insure that our map database is as up-to-date as possible.
I have been getting more than usual correspondence from new
members asking about what NYSSEA is offering to them since they
were required to join NYSSEA when they joined NAEA. I have been
passing that information along to the chapters or membership
committee.
NYSSEA Board Members and Committee Chairs continue to use the
NYSSEA Board – Shared Folder in Dropbox. Dropbox seems to be
working for everyone. The NYSSEA Board – Shared Folder continues to
grow and should make it easier for Board members to get files they
need. PLEASE NOTE: If you are using the LETTERHEAD, you must first
DOWNLOAD it to your computer. If you use it “within” DropBox, you
permanently change the letterhead with your added information,
making it useless to others who try to access it. Currently in the
NYSSEA Board – Shared Folder you will find the most current Expense
Voucher, Event Report Form and the Motion Form along the current
NYSSEA Board Letterhead and a 2014-2015 Board Misc. folder, which
contains the 2014-2015 Board Contact Information roster and the
2014-2015 NYSSEA Board Meeting Timeline document. There are also
folders containing the most current SOPs and Policies, current
Bylaws and Board Packets.
Communication
Since the January 2015, I have added 3 posts to the NYSSEA Blog
and have created and sent 5 e-blasts, including the NYSSEA Member
Survey, Information of the NAEA PAC contributions, notices relating
to the NYSSEA Legislative Day, the Board Meeting Travel and Report
Information requests and a comprehensive May 2015 NYSSEA Update
(including the October Conference SAVE-A-DATE).
Page 24
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NYSSEA Member Survey
As my project, after attending the NAEA Schuldiner/Smollan
Memorial Leadership Academy in Baltimore, MD in June 2014, I
decided (after discussions with then-NYSSEA President, Don
Rosenberg, EA and 1st VP Ann Kummer, EA, CPA) to take on the
creation, distribution and analysis of a member survey to assess
the needs and wants of our state EAs. The goal was to gather as
much information as possible, while limiting the number of
questions to be answered with the hopes of receiving more responses
than usual for a survey of this type. The survey was sent to 4521
EAs in New York State on January 21, 2015. There were 244 responses
received (149 identified as members, 86 non-members and 9 who
wished to remain anonymous). The Executive Board approved spending
$500 to fund prizes to randomly drawn names of participants, in
order to hopefully increase participation. There were 4 prizes
awarded (Amazon Gift Cards). Detailed results of the survey are
attached to this report and I would like to spend some time at the
June NYSSEA Board Meeting reviewing and deciding what to do with
the results.
Other Activities
1. Organized the June 6, 2015 NYSSEA Board Meeting successfully
utilizing the new Travel/Hotel Reservation document.
2. Gathered, edited and combined all Board and Committee Reports
for the June 2015 Board Meeting 3. Participated in the monthly
Executive Board telephone meetings 4. Continued to worked with a
web developer to update the NY Find and EA page of the NYSSEA web
site
due to changes made in the NAEA database format 5. Updated the
NYSSEA Board Information with NAEA, as needed, and added our
October Conference to
the NAEA web site Calendar Page. 6. Communicated via telephone
or email with various Board Members on activities, concerns
and/or
procedural clarifications 7. Participated in the Affiliate
Presidents Exchange (APEX) conference calls and attended the APEX/
NAEA
May 2015 Meetings in Washington, DC (including the NAEA Fly-In
Day)(see details below) 8. Prepared, Distributed, Analyzed the
NYSSEA Member Survey that went out to members in January
2015.
NAEA APEX Meetings – May 2015: Again, I had the opportunity to
attend the NAEA Affiliates Presidents Exchange meetings in May
2015. A complete summary has been written and submitted by
President Ann Kummer, EA, CPA, who was also in attendance. It was
included in the May NYSSEA Update e-blast that went out to member
on May 28, 2015 and is also included in the June 2015 NYSSEA Board
Packet. I am entering my second year of my two-year term on the
NAEA Affiliate Council and was recently named Chair of the Council.
As a member of the NAEA Affiliate Council, all of my expenses are
reimbursed by NAEA, so the usual stipend to help cover expenses for
this meeting went to President Ann Kummer, EA, CPA. Having the
opportunity to share and learn with other affiliate leaders
continues to be a rewarding experience.
Respectfully submitted,
Jeffrey R. Gentner, EA NYSSEA Executive Director
Page 25
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And the Survey Says…. Thank you to the 244 New York EAs who
completed the NYSSEA Survey sent out in late January 2015. Your
responses are appreciated and I have taken several hours analyzing
the results. These results will be shared in detail with the NYSSEA
Board at the June 6, 2015 meeting. There were 149 identified
members and 86 non-members who completed the survey. Nine
participants preferred to remain anonymous. Survey participants
were asked about the value of NYSSEA member benefit, such as
E-Blast Newsletters and Updates, NYSSEA Web Site Content, the
NYSSEA Google Group, NYSSEA Chapter Education Meetings and the
NYSSEA Annual Conference. Although value was found in all benefits,
according to the survey, E-Blast Newsletters and Updates, the
NYSSEA Web Site Content and NYSSEA Chapter Education Meetings
provided the most value, while the NYSSEA Google Group and NYSSEA
Annual Conference provided the least. Most of the respondents to
the survey feel that they were receiving useful information from
NYSSEA. These same respondents prefer to participate at local
chapter level events rather than State-wide events. Although over
70% of respondents stated that they would refer another tax
professional to NYSSEA and over 80% said they would renew their
membership, only slightly over 50% stated they would attend an
upcoming NYSSEA event. Social Media: survey respondents clearly
prefer communication through email and e-blasts. Less than 15% of
respondents chose Facebook, Twitter or LinkedIn as a communication
preference. As a culminating question, participants were asked for
suggestions on how NYSSEA can improve the value of membership. As
with many open-ended questions, there were a variety of responses
that I tried to categorize and summarize as follows: EDUCATION:
better speakers, stronger content, offer NTPI somewhere in the
NYCity area, continue to have high-quality speakers and content at
the NYSSEA Annual Conference, more education delivered via the web,
why do we have only dinner-related CE opportunities, more NYS
specific education, sponsor a well-known seminar and present it
throughout the state. ANNUAL CONFERENCE: better hotel for the
Annual Conference, better location (not always so close to NYC),
more regional conferences throughout the state, less chapter
meetings.
Page 26
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MEMBERSHIP: what benefits and services do you offer that other
tax organizations currently do not, don't require membership in
NAEA, membership is too expensive for young professionals. NYSSEA
BOARD: I think the Board members need to reach out to more members
to serve on committees, members are hesitant to volunteer but feel
honored to be singled out and asked, communicate with your members
on a regular basis, be very clear on why membership in NYSSEA is a
professional benefit, there are many professional organizations to
chose from, the board should analyze why should NYSSEA be the first
choice, reach out to new EAs. EA CREDENTIAL: advertise "EA",
elevate, enhance and protect right to practice, public promotion of
EA and the value to the public, IMPROVE THE EA BRAND! Get the word
out about what an EA is!! The most difficult part about being an
Enrolled Agent is having to answer the question "What is an
Enrolled Agent?". If you offered more events in communities to help
inform the members what an Enrolled Agent is would show me that you
are committed to improving the license’s marketability.
COMMUNICATION: I like the e-mail newsletters a lot but often feel I
do not have time to read them. Is there a way to make
communications shorter but you can click through for more
information? That way, we can get a quick idea of the content in
the e-mail and then come back to it, communicate more about the
membership. I was not aware of E-Blast newsletters until I saw this
survey, I love that NYSSEA has Online Newsletters (E-Blasts) and
more content on website, how about a Facebook Page for NYSSEA. AND,
the Winners Are…. As promised, all survey respondents were numbered
and electronically chosen to determine the winners of the Amazon
Gift Certificates. 1st Place: $200 Gift Certificate – Mason
Wristen, EA (Auburn, NY) 2nd Place: $100 Gift Certificate – Robert
DiNapoli, EA (Bronxville, NY) 3rd Place: $100 Gift Certificate –
Peter Thomann, EA (Staten Island, NY) 4th Place: $100 Gift
Certificate – Alexis Gallati, EA (Rochester, NY) Congratulations to
all the winners and thank you to all who participate in the NYSSEA
Member Survey.
Page 27
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#4 If you have NEVER been a member of NAEA/NYSSEA, would you
please tell us why?
Answer
At first I wasn't aware of your organization. After learning of
it I was already downsizing my tax prep business and didn't feel I
wanted to have that expense. was considered an affiliate ...
actively work as Certified Financial Planner/tax prep:IRS I work
for a consulting group in DC. I hold a CPA license from several
mid-western states but currently reside in NY where I've not
applied for a reciprocal license. Tax is not my current business; I
hold the E.A. designation but only prepare a few tax returns for
family & friends, primarily unpaid. If that changes, I would
likely join. I do not meet the Continuing ED requirement of 30
credits per year. I follow the IRS requirement of 24 credits ( min
of 16 in a year but a 3 year cycle of 72). Therefore 18 credits
short in 3 years for NYSSEA membership. I am a member of NATP and
just have not joined NAEA/NYSSEA. I am an enrolled agent and
probably should. Membership fees The fees are too high to be a
member. I don't see the value for the fees. Do not live in NYS. I
am a member of PSEA, since I am a PA resident. Just never joined. I
have not been convinced that the investment of time and money was a
good value for me. not sure Cost of the membership I already belong
to five professional organizations for my certifications. I know it
would be nice to belong to EA organization but kind of hesitate to
spend any more for memberships. I am in PA, but my client base is
about 10% NY I am currently a member of NATP and (right or wrong)
have always considered your organization similar to theirs with
regard to the kinds of benefits and services offered Combined the
national, and the state, right now to pricey. may be soon I'll be
joining.. I am not sure why I should be member. I would need more
information to decide Sorry, but I'm not sure whether I'm a member
or not n/a I never put serious thought into what the benefits of a
membership might include I feel I get enough help from The Tax
Institute which my employer (H & R Block) provides for me.
Member of NATP don't know new EA and never thought to join N/A I am
a member of NATP and NSA. I'm not sure I need another membership.
And the meetings that I've seen are in Batavia, and I just don't
like to drive out of Rochester any more for business stuff. I work
in PA; do several NY returns, but not enough to really be a member
of the nyssea. member of NAEA/PA though. Need more info Because I'm
in NJ Never thought of it. cpa member of aicpa When I was
practicing for profit, I didn't know about this organization. Now I
am retired and do pro bono work only. N/A Not sure how to become a
member or the cost and benefits of a membership.
Page 28
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Did not see the benefit There are several other practitioner
groups that meet my needs. NAEA seems to be very
representation-specific, but my practice is geared more towards
preparation.
No specific reason. I have not discerned where the benefits to
me lie with membership. A substantial membership fee gains me what,
exactly? I work for an organization that provides me with as many
hours of CE as I could possibly want each year, free. I just
joined. I have visited your website. I couldn't find any indication
on the site of (a) benefits of joining and (b) how to join. I don't
believe I am a member, where can I check. retiring soon and just
don't want to start up anything new I am thinking about joining,
but have reservations about 30 CE annually as oppose to IRS
requirement of 72 every 3 years which is 24 annually. I was not
aware of the professional organization. too expensive higher member
fee I am already a member of NATP and NSA. I do not feel the need
to join another organization. Thank you never joined Member of
NATP. I work for a large public accounting firm, so I have a good
resource for tax return preparation or learning. Also I don't have
my own clients (other than assigned client by the firm) and do not
need look for new client myself. I'm not sure that the benefits of
membership are worth the dues, and I don't know what the
organization is like ethically (e.g., what does NAPA and its
affiliates want to accomplish with their lobbying activity?) Never
heard of it Have no knowledge of the benefits of this organization
Have not submitted my membership. Did not know about you. DON'T
KNOWN ENOUGH ABOUT THE NYSSEA, WHAT WILL THEY DO FOR ME? Don't
think the NYSSEA is that effective for its members. I am an EA who
does not prepare Tax Returns, but am charged a $63 Preparer Tax
Identification Number Yearly the new Preparer Office in the IRS(My
Enrolled Agent Card is not even signed by the Director of
Practitioner Enrollment, it's signed by the new Preparer Office
Director). If I do Didn't know about it. dues is too expensive for
me... UNFAMILIAR WITH THE ORG. N/A No reason, hopefully, one day I
will. not enough time Not ready to pay dues right now. I never
heard of this organization. I find the amount of CE credits
required to maintain membership is excessive.
Page 29
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Question #5 If you are not currently a member of NAEA/NYSSEA but
once were, please give a short reason why you are no longer a
member. Your comments are valuable to the success of our
Society.
Answer scheduling became a problem --- the CE credits were/are
geared toward EA's --- I would need CFP CE My practice has declined
a great deal due to family health problems and other factors. I am
unable to make it profitable due to competition from national
organizations which dominate my specialty-taxpayer representation.
at first I felt guilty about not doing all of the required
training. now i'm just too lazy (never get around to sending in the
$$) N/A I was never a member Can't afford NAEA membership but I'm
willing to pay for NY State membership if that is ever allowed. If
I'm no longer a member it's simply because I didn't receive a
renewal notice. Maybe you have an old address. sold practice.
getting ready to retire. I've always been proud to be one of
America's tax experts, but there are times when I need help. After
years of belonging to NAEA, I decided that not enough of the
services I wanted were there. I finally quit and joined NATP, where
I'm a lot happier. I must say that when I belonged, I found NYSSEA
to be the best part of my membership. Cost of National Dues n/a I
believe the dues I paid to both the National/State Associations
should have included CE. I don't believe there should be any
additional fees. Specifically, on the state level,I don't need a
night of dinner and drinks along with my CE. I would rather just
show up for an hour or two and hear a meaningful lecture. N/A
Retired from practice 11/1/14, but still maintaining the
credential. fee is too high to join N/A n/a Double Membership fees
I do not actively joining activities from the organization so it
does not feel involved. Three reasons The biggest I was told to
leave by a president. The other the board is only concerned with
the downstate cliché of members and directors. The attitude that
downstate is smarter and better than upstate is rampant in
discussions No local chapter. I joined another state. N/A
Membership Fee & Continue Education Credit Charges more than
normal charged price.
I just joined. I am a CPA and a member of AICPA. multiple
memberships cost more money. I don't have much time to
Page 30
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read more than I read now. I have a very small practice. Once
the NAEA started to let anyone join, the NAEA negated the name EA.
There is no way the NAEA can effectively represent EAs and also
represent anyone else that preparers taxes. Because of the position
I formally held with the company I work for higher member fee Felt
my membership served me better at NATP for educational and peer
members. N/A not prepare tax returns I should not have to purchase
a yearly $63 PIN. The NYSSEA have allowed the IRS to bully and
charge it's members for a PTIN when of 48,000 EA's country wide
only app. 20,000 prepare tax returns. I even presented a Free
Attorney willing to fight the issue to if NYSSEA paid court filing
fees. The NYSSEA refuse to defend it No time N/A N/A NA
semiretired. Fixed income
Page 31
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Answers #10 MEMBERS: What suggestions do you have for the NYSSEA
Board to improve the value of your membership in NYSSEA?
Non-MEMBERS: What suggestions do you have for the NYSSEA Board that
would make you interested in joining NYSSEA in the future?
ADVERTISE ON TV. LOBBY FOR TAX PREPARER LICENSING. If I wasn't
gradually trying to retire I would probably join. None Require the
Chapters to offer meetings convenient to all members not just a
select few and bring better speakers and stronger content. offer
credits to CFP parties & EA's Professional liability insurance
and practice management advice (entity formation, fees, etc.) if I
seriously entered the profession, likely in tax representation.
Contact Colleges and invite Accounting Students to attend events
for free as associated members. I was a member of the NYSSCPA while
I was in college. It was educational, informative and it also help
keep the current members informed as to what is coming up in our
industry. It helped bring a young people environment to the group.
Find a new location for the state annual meeting. Start a state
research center or have volunteers to answer state related
questions. Advertise "EA". more training and networking Communicate
with your members on a regular basis. Be very clear on why
membership in NYSSEA is a professional benefit. There are many
professional organizations to choose from. The board should analyze
why should NYSSEA be the first choice. Credit waiver over 70 years
of age. My tax season is Feb. 1st to April 15th with hopefully no
extensions. Perhaps an associate membership. Better member inquiry
responses. Especially in issues of membership renewal. Also
question # 2 is not properly stated: I attend 2 local chapters. The
question only allows for one choice. The NTPI Level annual
conference should be offered in the New York Metro area as well. A
formal training or manual should be designed for the USTC Exam
prep. CONTINUE TO HAVE HIGH QUALITY SPEAKERS/PRESENTERS AT NYSSEA
CONVENTION As a non-member I attend one or two Continuing Education
meetings per year but again I think the fees are too high for the
value. Continuing information on tax prep education at reasonable
cost. Reduce the membership fees. Sponsor Federal tax update
seminars in the fall and winter at various cities in the state, by
professional and well recognized seminar providers such=h as
taxspeaker.com (jennings) Gear Up or Western Tax Seminars. Continue
the efforts to educate the public and education institution about
the EA credential tax related news dispatch such as IRS N-2015-02
guidance of retroactive application of transit benefit would make
me interested in joining the member. I think you are doing a great
job. more email and and Online Newsletter should be a great plus
for all concerns. What benefits and services do you offer that NATP
currently does not
Page 32
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I like the e-mail newsletters a lot but often feel I do not have
time to read them. Is there a way to make communications shorter
but you can click through for more information? That way, we can
get a quick idea of the content in the e-mail and then come back to
it. N/A Communicate more about the membership. I was not aware of
E-Blast newsletters until I saw this survey. Don't require
membership in NAEA. This survey should help, as we need to find out
why they are not members. Maybe offer a free Meeting Event in a few
regions as a group of chapters in 3-4 central locations. More
Education opportunities Elevate, enhance and protect right to
practice. Provide a professional photo and business support suite
to each member. Suite would include business cards, letterhead,
pamphlets and website. I would include ALL members, especially
those who are operating their own business. For those employed by
another firm I think it would enhance the perception of
professionalism for them to also receive. The problem is NAEA
itself. I don't feel they have my back on the things I run into. I
loved NYSSEA but meetings in Batavia are tough for me because I
can't drive at night, so I missed most of them, except on
Saturdays. Somehow get more info the NY general EA public about
Capital chapter. Become Functional. Overdoing the politics has not
been productive. Try getting along with members no matter what part
of the state they are from. The Civil War has ended! If you really
cared about feedback, you wouldn't limit this space to 350
characters! The board's relationship to the chapters (and vice
versa) is foggy. The board has zero visibility to the chapters and
boards' agenda does not seem to be driven by the chapters. The
board does not seem interested in strengthening the chapters at
all. I would like the option of joining NYSSEA without being
required to join NAEA. Well, I called the office a couple of times,
when I first joined, received snooty answers. So, I never called
back. Now, when I'm trying to view the commercials, I'm told the
website isn't working. I tried to get research done a couple years
ago, never was done. Constantly disappointed. Would like Facebook
page! First, we need to be more aggressive in getting NYS to
respect EAs and to include them when they reach out. They include
attorneys and CPAs, but rarely EAs. Second, working to become the
advocate of change for NY taxpayers. i.e. having NYS respect our
POAs like IRS does. Please see my previous answer. Thank You.
Additional focus on tax law updates, information sharing and CPE
enhancing our knowledge I would love that NYSsEA has Online
Newsletters (E-Blasts) and more content on website where we can
share our work with other members just like your facebook groups
just more organized I THINK YOU ARE DOING A GREAT SERVICE FOR EA's.
MY ANSWERS TO 6, 7, AND 8 ARE TO DUE TO THE FACT I AM DEAF AND
CANNOT ATTEND. IT SHOULD NOT REFLECT BADLY ON YOUR SERVICES. I
COMPLETE THE CPE TESTS IN JOURNAL AND REAL ALL ARTICLES.
Page 33
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Answer I think we need to better communicate the value of
NAEA/NYSSEA membership by highlighting the various benefits in
e-blasts, at chapter events, the state conference, etc. Even
long-standing members are often surprised by what's available on
NAEA's site! I would like to know more about the benefits of being
a member More local meetings to get to know chapter members Get rid
of the extraneous noise in Google group. Sifting through the
chatter is too time consuming. I am not the type of person who
joins organizations just so I can add membership to my resume. I
have no need of that. Give me something useful and interesting I
can do with my time and I might consider it. Make valuable CPE
available and affordable. Provide updates on new NYS Dept of
Taxation and Finance regulations regarding preparers. More NYS tax
seminars and workshops! I think that the promotion of being an EA
is important. At one time nobody had any idea of what an EA was.
Just keep promoting us and keep on top of both the IRS and NY Sate
who seems to ignore everyone. Income taxes & Sales taxes in
dealing with NY State are a disaster. They do not respect anyone,
let alone an EA and that should change. give a big discount to
everyone who has a membership in AICPA and they are a EA Sponsor or
participate in local events to help promote the EA license. When
90% of people surveyed have no idea what an EA is, that should tell
you something.
The most difficult part about being an Enrolled Agent is having
to answer the question "What is an Enrolled Agent?". If you offered
more events in communities to help inform the members what an
Enrolled Agent is would show me that you are committed to improving
the licenses marketability. NYSSEA seems somewhat self serving.
There needs to be a way to get more people involved and less
patting on the back of board members. It's a turn off to many
members, and it's hard for newer members to assimilate into an
organization that is dominated by a handful of higher powered NY
EAs. Frankly at times, I feel inadequate to be a member. Offer more
get acquainted venues As a member who now lives in Florida, but
retains many NY clients, I would like to be able to attend the NYS
meetings via Skype or some other form of virtual meeting. This has
worked very well with the IRS when they have their virtual meetings
with tax professionals. More education delivered via web. Establish
coalitions with other professionals to increase influence with
state local tax authorities and legislature. Possible collaboration
with other associations to host events to reach more participants.
More interchapter collaboration on both live and remote events.
Reach out to new EAs I am planning to retire this year. Practice is
currently up for sale. Listed with national firm, Accounting
Practice Sales. Membership is too expensive for young
professionals. A sliding scale based on salary might be more
appropriate. You should think of having the Annual conference at
different restaurants that offer vegetarian choices and at
different locations.
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Better location for annual meeting My membership would be more
valuable if I took advantage of the benefits currently available.
disband Non sure Once I passed my exam in 2013, an email to join
would have been great! lower your fees decrease the member fee and
course fee Probably I'll join when I leave my firm in the future. I
would like to know more about the organization's goals. n/a Free
trial No need I am interested in joining soon. Let me who/what you
are. AT THE CONVENTION THE SPEAKERS DID A GOOD JOB OF CONTROLLING
THE DISCUSSION TO AVOID ONE MEMBER TAKING OVER THE DISCUSSION. IN
THE LOCAL MEETINGS, NOT SO. I HAVE BEEN TO TOO MANY WHERE ONE
PERSON FEELS THE NEED TO SHOW THEIR VAST KNOWLEDGE AND TALK
INCESSANTLY. HAVE STRONG SPEAKERS TO STILL THIS NOISE. The EA Fee
was $125 before Loving Preparer IRS loss in District Court, now the
EA Fee is $30 + $63 + $63 + $63 = $219. The IRS is even in
violation of the Final Regulation written by the Attorney (new EA
Fee $93 over 3 year cycle). NYSSEA have allowed verbiage in the
Circular 230 in violation of law (EA's are to purchase a PTIN in
accordance with I think you do a good job. I live 50 miles East of
Rochester and it is so far to Batavia. I know I could go to
Syracuse, but I prefer the Western group. this is why it is hard to
get to dinners, etc. If you had dinners in Roch I would go. I would
be more involved but it is the distance. Let us know what the
volunteer opportunities are at the state or local levels. Maybe a
"help wanted" area on the website or in the email blast. Start
standing up to the IRS. Money and value is an issue for me so
reduce membership fees or have different levels of membership You
are most likely doing a good job, but I live too far away to attend
the evening meetings. I have had to cut back my activities due a an
injury and limited driving ability,but have participated in
conferences in the past and found them very helpful. Continuous
work on education of members and with law makers for the betterment
of the profession will more than define the organization. I feel my
local group is another educational outlet. Sometimes the content is
good, other times, not so much. If you have the ability to come up
with a state wide educational curriculum that each of the local
chapters would present. I am a new member and am not yet familiar
with offerings of NAEA/NYSSEA. I am seeking opportunities to
network with other members for my career development as a new EA in
NYS. More updates. I believe that we do not get enough updates on
tax law changes coming from the state. not real familiar with your
group, but nothing in my area
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I would like to know more about the organization. More meeting
in Manhattan. Support to create the Bronx/Westchester Chapter
Continuing Ed requirement should be lessened.
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Member? Member?Willing to be contacted?
Yes No Yes No First Name Last Name Work Phone Email Address
Address 1 City State ZIP1 1 Mark Breon 2679999002
[email protected]
1 1 Dan Paoletti 6077243585 [email protected] 126 Park Ave
Binghamton NY 139031 1 Henry Grabkowitz 6314380374
[email protected] 121 Colony Drive Holbrook NY 117411 1 John
Sheeley 8453600913 [email protected] goshen NY 109241 1 Peter
Lev 2122622900 [email protected] 155 East 55th Street, STE 302A
New York NY 100221 1 Robert DiNapoli 9147719300 [email protected]
446 California Rd Bronxville NY 107081 1 Andrea Wickert 3156972345
[email protected] 3264 Seneca Turnpike Canastota NY 130321 1
Sharry Doyle 3156373647 [email protected] 209-14 Highbride St
Fayetteville NY 130661 1 Kimberly Ritter 315-457-3146
[email protected] 7527 Buckley Rd North Syracuse NY 13212
1 1 Cindy Wielgas [email protected] 72 Schoelles Road Amherst NY
142281 1 linda mead [email protected] 338 hardscrabble rd north
salem NY 10560
1 1 Jae Soon Park 347-815-5854 [email protected] 50 Hightop
Lane Jericho NY 117531 1 ilya pomanski 718 312 9898
[email protected] 2023 e 38 street brooklyn NY 11234
1 1 Richard Ruffing [email protected] 1155 Ocean Ave., Apt 6J
Brooklyn NY 112301 Donald Gilbert 718-356-0547
[email protected] 29 Ashton Drive Staten Island NY 103121 1
Peter Thomann 718-720-1712 [email protected] 1688 Victory Blvd
Staten Island NY 10314
1 1 john papandrea 732-528-6014 [email protected] 29 willow way
manasquan NJ 87361 1 Linda Hunt 5856100343 [email protected] 446
High St, POB 125 Whitesville NY 14897
1 1 robert jaclin 732-679-1199 [email protected] 18 throckmorton
lane Old Bridge NJ 88571 1 Gary Grab 5168025520 [email protected]
6800 Jericho Turnpike Syosset NY 11791
1 FRED GUILMETTE 5182808979 [email protected] 16 PATROON PLACE
BALLSTON LAKE NY 120191 1 Barry Bekoff 516-364-3895
[email protected] 1 Hampton Way Woodbury NY 11797-2426
1 Alexis Gallati 5854457285 [email protected] 3349 Monroe
Ave PMB110 Rochester NY 146181 1 gino comparetto 631-360-0862
[email protected] 363 route 111, Ste 100 smithtown NY 117871 1
Melvin Wolfson 718-373-5375 [email protected] 1935 Shore
Parkway #3F Brooklyn NY 112141 1 paula s wichick 6313853137
[email protected] 712a east jericho tpke huntington station NY
117461 1 Michele Eaton 914-633-0758 [email protected] 142
Mount Joy Pl New Rochelle NY 108011 1 Richard Rottkamp 516 868 0023
[email protected] 466 Ashland Ave Baldwin NY 115101 1 Sandra M Martin,
EA [email protected] 40 Creek Ridge Pittsford NY 14534-4423
1 ANN WONGSING, EA 6316766396 [email protected] 2155 OCEAN
AVE STE A RONKONKOMA NY 117791 1 1 karen walla 215-540-0966
[email protected] 925 Harvest Dr, Ste 170 Blue Bell PA 19422
1 Koreen Jervis 212-677-1132 [email protected] 928 Broadway
Ste 707 New York NY 100101 1 1 Charles Erb 5854268190
[email protected] 2243 Lyell Avenue Rochester NY 146061 1
Thomas Lopez, EA 718-672-2369 [email protected] 5512 39 Avenue
Woodside NY 113771 1 MARY E McGUIRE, EA 212-943-0280 EX
[email protected] 88 PINE ST NEW YORK NY 100051 1 GERTRUDE
SCHWEIGER 7184457828 [email protected] 4208 UTOPIA PARKWAY
FLUSHING NY 113581 1 Suzanne Ferrigno 845-496-6600
[email protected] 77 E Main ST, POB 202 Washingtonville NY
10992
1 Trina Stahl 3157777648 [email protected] 5483 River St
Lowville NY 133671 1 To y Tony 718-490-8708 [email protected] 54-40
Little Neck Pkwy Little Neck NY 113621 1 Elina Shusterman (718)
331-3300 [email protected] 1635 W 12th St Brooklyn NY 112231 1
Carlos Ruiz 7186513745 [email protected] 39-06 64th street
Woodside NY 113771 1 DAVID GRUNBAUM 845 389-3916 [email protected]
2780 SOUTH RD POUGHKEEPSIE NY 126011 Josephine Wan 718-832-2667
[email protected] Brooklyn NY 112151 1 Timothy Yeo 9178646377
[email protected] 355 E 87th St, Apt 3 New York NY 10128
1 James Moxon EA 7165530423 [email protected] 81 Moorman Drive
Cheektowaga NY 14225
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1 1 1 Henry Fiorillo 631-563-1535 [email protected] 22
Railroad Ave, Ste 2 Sayville NY 117821 1 1 terryl jay bernstein
646-559-4470 [email protected] 255 west 36th street, ste 504 new
york NY 100181 1 Phyllis Kubey 2128668385 [email protected] 255 W
108 St Apt 8D1 New York NY 100252926
1 LOUISE GRITMON 727-372-3636 [email protected] 5430 SALTAMONTE DR
NEW PORT RICHEY FL 34655-12981 1 1 Christopher Trinka 917-653-3212
[email protected] 346 E 78 St NYC NY 10075
1 Patrick O'Hara 8456257093 [email protected] 3
Grissom Pl Salt Point NY 125781 Linda Paoff 3156568248
[email protected] 103 Hadden Lane East Syracuse NY 13057
1 1 Andrew Reyes 347-567-4914 [email protected] 245-04 62
Ave Douglaston NY 113621 1 SHARON OVERACKER [email protected]
241 MIDDLE RD HORSEHEADS NY 148451 1 YItzchok Stern 9176270356
[email protected] 1418 46 street brooklyn NY 11219
1 michele l tiedeman 716-434-5408 [email protected] 6850 Akron Rd.
lockport NY 14094-53531 1 1 Mark Salerno [email protected] 2788
Mandal