The Menu:

Advanced
Site Search by FreeFind

Chapter Meetings

Our meetings are held every 3rd Wednesday of the month. The location varies each month so as to serve all of our member's locations. Check here for dates, times, and locations of meetings.

Click here to see the Minutes from previous meetings.

April 2019 Meeting

Date: April 17, 2019
Time: Noon (Sharp)
Topic: Transcripts
IRS Program Number: QSRNU-T-00372-19-I
Program Description: This topic will cover the different types of IRS Transcripts, what they are each used for, how to review all types of transcripts, and how to use transcripts to learn more about your client's past IRS history. We will review transcripts that show when a client may need to file an amended return, and learn how to determine if a client is paying their Estimated Tax Payments. We will also review transcripts regarding Innocent Spouse and how those procedures are reflected onto transcripts by the IRS. This topic will also show how to determine a taxpayer's balance due to the IRS, and how to compare Wage and Income Transcripts to information from the client for tax preparation purposes.

NOTE: Please download and print the material for the program:
Cost: Members – FREE
Non-Members – $5.00
Please Note VASEA Non-members Charge below.
Speaker: Jennifer Cable, Entrolled, NTPI Fellow
Bio: Jennifer completed a Bachelor's Degree at Virginia Tech in Political Science, and Master's Degree at Radford University in Criminal Justice. She has worked with Wall & Associates, Inc. for 17 years. She initially started as a part-time office assistant while in college, eventually moved to working Administrative Tax Representation cases for several years, and then began transitioning into a managerial role with the company. She is currently the Chief Operating Officer of Wall & Associates, Inc., handling day to day operations of the company, making decisions on policies and procedures for our staff working on tax representation cases, advising on upper level IRS and State tax matters and cases, and participating in the training of its staff regarding various IRS and State tax problem matters. The firm focuses on helping clients become compliant with their tax requirements, as well as resolving any past due tax matters.
Place: PLEASE NOTE LOCATION
Famous Anthony's
6499 Williamson Road
Roanoke, Virginia 24019
http://www.famousanthonys.com
Phone: (540) 362-1400
Directions: Click here for Google Maps directions from your location.

Return to top

NOTICE

CE Credit Policy

Effective Immediately

NEW POLICY – Effective Immediately

Virginia Society of Enrolled Agents
Chapter Meeting CE Credit Policy


For VASEA Members:
Receiving CE credit for attending VASEA chapter meetings is a benefit of VASEA membership. All active members and associates in good standing are eligible to receive IRS CE credit through the VASEA office for chapter meetings at no charge.

For Non-Members:
Non-members may receive IRS CE credit for chapter meetings through the VASEA office at a rate of $15 per chapter education event. In order for non-members to receive CE credit for attending a chapter meeting, they must:
  1. Comply with the chapter's attendance and sign-in requirements for chapter meetings, including providing their PTIN.
  2. Purchase a chapter meeting CE token from the VASEA website at the rate of $15 per chapter education event no later than 2 days following the meeting.
VASEA will upload IRS CE credit information for all paid non-member chapter meeting attendees at the same time the credit is uploaded for the VASEA member attendees. Chapters do not have to solicit for payment but should notify non-member attendees that they will not receive CE credit unless a token is purchased through the VASEA office.

Annual CE Token Pass Option for Non-Members:
Non-members may pay $100 for a VASEA Annual CE Token Pass, which entitles the individual to unlimited chapter CE for the year without buying individual tokens.

Chapters are encouraged to include the Chapter Meeting CE Credit Policy for Non-Members in their meeting announcements.



Your CE Token(s) can be purchased by going to VASEA's web site http://www.vasea.org/, clicking on "Member Login" (upper right corner), then select "Chapter CE Tokens" from the menu on the left, click on the blue box for Chapter CE Token, fill in the Chapter Name and Meeting date, then click on "+ Add To Cart" then click on "Check Out".

If you are a visitor and don't have a login, use the "New Visitor Registration" to create an account. You may want to do this first.

Your payment must be received by the second day after the meeting – no exceptions.

Questions: Please call (804) 723-5888.
CE Certificates: CE certificates are for your records only. IRS CE credit is only provided for VASEA members who attend the program and non-members who attend the program and pay the non-member chapter meeting CE fee of $15 per chapter education event. Please contact the VASEA office at (804) 723-5888 if you have any questions.

Return to top


Tax laws are subject to change at any time. Consult your local Enrolled Agent for the latest information.

Please Note: This information is provided to you by the Blue Ridge Chapter of the Virginia Society of Enrolled Agents for use as general guidance. The Chapter is not engaged in rendering specific legal, tax, or accounting advice. Only a qualified tax professional with all the facts at his or her disposal can determine the appropriateness of the application of any law to a given set of facts.



Virginia Society of Enrolled Agents Virginia Society of Enrolled Agents
P. O. Box 2873
Mechanicsville, VA 23116
Phone: (804) 723-5888
E-mail: admin@vasea.org
Web site: www.vasea.org
National Association of Enrolled Agents National Association of Enrolled Agents
1730 Rhode Island Avenue, N. W., Suite 400
Washington, DC 20036-3953
Telephone: (202) 822-6232
Toll Free: (855) 880-6232
E-mail: info@naea.org
© 2002-2018 Blue Ridge Chapter Virginia Society of Enrolled Agents
This site designed and maintained by JTKWeb.