Albany - F8019 - Oct. 27 & 28
Albany Marriott
189 Wolf Rd
518.458.8444
Instructors: Len Cole, EA, CPA, CFP and Cheryl Morse, EA
Negotiated Room Rate: $149 single/double if reserved by 10/05/08
Buffalo - F8004 - Oct. 20 & 21
East Syracuse - F8070 - Nov. 19 & 20
Hilton Garden Inn
6004 Fair Lakes Rd
315.431.4800
Instructors: Kathryn Keane, EA, ABA and Jaye Tritz, EA, CFP
Negotiated Room Rate: $99 single/double if reserved by 10/19/08
Elmsford - F8011 - Oct. 22 & 23
Holtsville - F8038 - Nov. 5 & 6
Jamaica - F8017 - Oct. 24 & 25
Holiday Inn JFK
144-02 135th Ave
718.659.0200
Instructors: Marjory Howe, EA and Cheryl Morse, EA
Negotiated Room Rate: $140 single/double if reserved by 09/25/08
Jamestown - F8029 - Oct. 30 & 31
Carnahan Training and Conference Center on James Street
Located on the Jamestown Community College campus
716.338.1334
Instructors: Kathryn Keane, EA, ABA and Jaye Tritz, EA, CFP
Click here for Directions
Kingston - F8050 - Nov. 10 & 11
Holiday Inn Kingston
503 Washington Ave
845.338.0400
Instructors: Melinda Garvin, EA and Les Marti, EA
Negotiated Room Rate: $109 single/double if reserved by 10/30/08
New York - F8044 - Nov. 7 & 8
Radisson Martinique on Broadway
49 W 32nd St
212.736.3800
Instructors: Les Marti, EA and Melinda Garvin, EA
Negotiated Room Rate: $379 single/double if reserved by 10/06/08
Owego - F8076 - Nov. 21 & 22
Owego Treadway Inn
1100 State Rte 17C
607.687.4500
Instructors: Kathryn Keane, EA, ABA and Jaye Tritz, EA, CFP
Negotiated Room Rate: $90 single/double if reserved by 10/20/08
Poughkeepsie - F8080 - Nov. 21 & 22
Rochester - F8064 - Nov. 17 & 18
Holiday Inn Rochester Airport
911 Brooks Ave
585.328.6000
Instructors: Kathryn Keane, EA, ABA and Jaye Tritz, EA, CFP
Negotiated Room Rate: $99 single/double if reserved by 10/27/08
Rye Brook - F8011 - Oct. 22 & 23
Instructors: Marjory Howe, EA and Cheryl Morse, EA
NY NATP Seminar Sites
2008
To obtain a registration form, send an e-mail to
nynatpstateoffice@att.net.
10/20/08
Middletown
Courtyard by Marriott
24 Crystal Run Crossing
Middletown, NY 10941
845-695-0606
10/21/08
Staten Island
Staten Island Hotel
1415 Richmond Ave
Staten Island, NY 10314
718-698-5000
10/22/08
Manhattan
Holiday Inn Midtown
440 W 57th St
New York, NY 10019
212-634-5328
10/23/08
Eastern LI
Sheraton Long Island Hotel
110 Vanderbilt Mtr Pkwy
Smithtown, NY 11788
631-233-4328
10/27/08
Buffalo
Sheraton Four Points
114 Buffalo Ave
Niagara Falls, NY 14303
716-285-2521
10/28/08
Rochester
Doubletree
1111 Jefferson Rd
Rochester, NY 14623
585-475-1510
10/29/08
Albany
Marriott Albany
189 Wolf Rd
Albany, NY 12205
518-458-8444
10/30/08
Fishkill
Holiday Inn
542 Route 9
Fishkill, NY 12524
845-896-6281
11/01/08
West LI
Best Western
173 Sunrise Hwy
Rockville Centre, NY 11570
516-678-1300
11/06/08*
Central NY
Turning Stone Resort*
5218 Patrick Rd
Verona, NY 13478
800-771-7711
*Chapter Annual Meeting will be held at lunchtime (at Turning Stone on 11/06/08). Lunch will be included at this location only, in exchange for attending the Annual Meeting! To obtain a registration form, send an e-mail to nynatpstateoffice@att.net.
Full Day Seminar Topics
All Sites
Contractor's Sales Tax - General overview with emphasis on special issues for contractors such as Capital Improvements vs. repairs, Sales Tax credits on return vs. on AU-ll, vendor registration and record keeping requirements.
Retiree and New York State - Review of all current retirement exclusions with examples and scenarios. General pension exclusion for individuals and beneficiaries. Municipal pension exclusion for New York State, New York City and federal governmental retirees. And, combination of both.
Residency Issues - We will review full year residency, part-year residency, domicile and permanent place of abode. Emphasis will be on the taxation of the statutory resident- a non-resident who sometimes works in New York for enough days in the year to be considered "statutory" and have to file as a resident. This is a lucrative audit area for New York. Will include some case law.
529 Plans - General review of IRC Section 529 Plan rules and NY 529 Plan facts. Emphasis will be on 529 Plan distributions (1099-Q) for both New York sponsored plans and non-sponsored plans.
New York State Notices - We will do some problem solving with NY Assessment and Collection notices.
New York State Tax Update - All the latest and greatest from Albany including Budget Legislation, current Advisories, Memos and Notices. New and revised forms and instructions and FAQ's.
New York State Department of Taxation and Finance - Back by popular demand!! A department representative will cover the new mandates and the greatly expanded e-Services including the Online Tax Center.
Special Half-Day Seminar
November 7 at Turning Stone
Special Half-Day (4 CPE's)
11/07/08
Central NY
Turning Stone Resort
Cost is $40 if also registered for 11/6, or $90 if not
Registration 7:30 am Seminar 8 am – Noon
Topics for this Special Half Day Education Event
NY Non-Profits - application requirements, charities registration and annual filing requirements.
LLC membership changes - Sole P to single member LLC, Partnership LLC to single member LLC, etc.
Business Tax Update - new and changed information for payroll taxes, Sales Tax, Misc. Taxes, credits and adjustments.
NYS Department of Taxation and Finance Representative - Exam, audit, collections and Voluntary Compliance and Disclosure Initiatives.
To obtain a registration form, send an e-mail to nynatpstateoffice@att.net.
New York NATP 2008 Annual Meeting
Mark your calendar and save the dates! The Annual Meeting of NY NATP will be held November 6 and 7 at Turning Stone Resort and Casino, near Syracuse. We have negotiated an excellent room rate at Turning Stone of $99 per night. We are planning additional educational event for our meeting. Check back for updated information.
