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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.

Meeting Schedule

October 2018 Meeting

Date: October 17, 2018
Time: Noon (Sharp)
Topic: The 1040 Audit
IRS Program Number: QSRNU-T-00363-18-I
Program Description:
  1. Pre-Audit Process
    1. Client Acceptance
    2. Scoping
    3. Preliminary Audit Workflow
  2. The Audit/Examination Process
  3. Preparing for an Audit
  4. Types of Audits
    1. Correspondence
    2. Office
    3. Field
  5. Examination Administration
  6. Statue of Limitation on Assessments
  7. Closing the Audit

Through this outline I will explain how to prepare for an audit, explaining how to prepare a bank deposit analysis. Also I will be discussing the various types of audits and giving insight on how the IRS view audits so the tax professional better knows how to handle their approach.
Cost: Members – FREE
Non-Members – $5.00
Please Note VASEA Non-members Charge below.
Speaker: Jeremy Lassiter, EA, ABA
Bio: Jeremy Lassiter is the owner of Tax Resolution Accounting that was started in 2016. He is a graduate of Liberty University with a BS in Finance, Jeremy also has obtained his license as an IRS Enrolled Agent and an Accredited Business Advisor with specialization in Accounting. He has been performing tax services for 15 years and accounting services for 12 years. He is also certified as a QuickBooks ProAdvisor & Professional Bookkeeper. He also has 18 years of customer service experience, he really has a great understanding on providing the best service possible to a client. Jeremy is a mastermind at reading the needs of clients and providing solutions. On Jeremy’s spare time he enjoys spending time with his wife and two children Logan & Averie. He also volunteers with nonprofit organizations, going on outdoor walks with his wife, and playing drums.
Place: Famous Anthony's
3737 Challenger Avenue (Rt. 460)
Roanoke, Virginia 24012

http://www.famousanthonys.com
Phone: (540) 977-2244
Directions: Click here for Google Maps directions from your location.

December 2018 Meeting

Date: December 19, 2018
Time: Noon (Sharp)
Topic: The New Postcard 1040
IRS Program Number: QSRNU-T-00364-18-I
Program Description: This will be a review and discussion of the new format for Form 1040, and the 18 schedules associated with the shorter form.
Cost: Members – FREE
Non-Members – $5.00
Please Note VASEA Non-members Charge below.
Speaker: Mary G. Adkins, RTRP
Bio: Mary G. Adkins has been preparing Forms 1040 and various state returns since 1978. She began her tax career with H & R Block and is currently employed by Brown Edwards and Co. as an Income Tax Associate. She has also worked for Dixon, Hughes, Goodman, LLP, Watkins and Associates, CPA, and King, Shores & Preston. Mary has a BS in Business Administration from Central Michigan University and has completed the accounting curriculum at Virginia Western Community College. She became an RTRP with IRS in October 2012 and has been an Associate Member of the Blue Ridge Chapter of Enrolled Agents since September 2004.
Place: Famous Anthony''s
3737 Challenger Avenue (Rt. 460)
Roanoke, Virginia 24012

http://www.famousanthonys.com
Phone: (540) 977-2244
Directions: Click here for Google Maps directions from your location.

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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.

Training Opportunities

Upcoming Meetings: Click Here for Upcoming Educational Opportunities
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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
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