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Meeting Minutes - December 20, 2017

In Attendance:

Members:
Gail Abbott
Rebecca Donehew
Gunther Greimel
Brian Harmon
David Tanner
Kimberly Williams
Ann Wood

Guests:
Paul Donehew

The December 20, 2017 meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at the home of Rebecca Donehew. The meeting was called to order at 12:00 PM by David Tanner.

A financial report was given by Gunther Greimel.

Motion made to approve October Minutes Approved.

Announcement of officers for the coming year was presented all officers were voted and approved.

David Tanner gave a presentation on taxation of annuities, life insurance policies and inherited IRA's beginning at 12:50 and concluded at 1:40. There was also a question and answer session on the process of taxability and reporting on the reporting of the taxable benefits.

The next meeting will be held at Famous Anthony's Williamson Road Roanoke, VA, January 17 at 12:00 noon. A presentation on Data Security will be given by Ley Mills.

The meeting adjourned at 2:00 PM.

Rebecca Donehew
Secretary


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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.



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