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Blue Ridge Chapter Virginia Society of Enrolled Agents |
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Meetings > Minutes Index > Previous Page > November, 2004 - January, 2005 > Next Page
Chapter Meeting Minutes
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In Attendance: Members: |
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Bill Barbour Rebecca Donehew Mike Harrison Nancy Lynch |
Charles Spencer David Tanner Ann Wood |
Guests: |
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Gail Abbott Howard Childress |
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The meeting was held at the Szechuan Restaurant in Roanoke, VA. This was a planning meeting for the upcoming Virginia Tax Update Seminar to be held at the Salem Civic Center on December 14, 2004 at 10:00 a.m. David R. Tanner, EA Secretary/Treasurer |
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In Attendance: Members: |
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Mary G. Adkins James D. Dishman Rebecca Donehew Gunther Greimel Michael G. Harrison Nancy H. Lynch |
Benny R. Montgomery Dennis F. Peltier Charles R. Spencer David R. Tanner Sharon Tabor Warren Ann T. Wood |
Guests: |
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Virginia Department of Taxation: Mr. Gerald Gwaltney, Deputy Commissioner Ms. Lee Mikelson, Channel Services Manager Mr. Howard Overbey, Processing Manager Ms. Pam Inge, Senior Management Analyst |
Others: 44 Non-Member Attendees |
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This meeting was a seminar entitled "Virginia Tax Update" and was held at the Salem Civic Center (www.salemciviccenter.com) Conference Room, Salem, Virginia. The seminar was called to order by Mike Harrison, Vice President, at 10:00 a.m. He introduced Ms. Lee Mikelson and she introduced the representatives from the Virginia Department of Taxation. Our first speaker was Mr. Gerald Gwaltney. Mr. Gwaltney spoke from 10:00 am to 10:30 am on Legislative changes, department changes and processing statistics. Our next speaker was Mr. Howard Overbey. Mr. Overbey spoke from 10:30 am to 11:00 am on the paper processing of returns and storage. Next to speak was Ms. Lee Mikelson. Ms. Mikelson spoke from 11:00 am to 12:45 pm with a 10 min. break. She covered the many changes in Virginia tax changes, especially the change in the Age Deduction. Last to speak was Ms. Pam Inge. Ms. Inge concluded the presentation by speaking from 12:45 pm to 1:00 pm on Customer Service. We thank the Virginia Department of Taxation for making this seminar possible. A copy of the Power Point presentation is available by clicking here. - Note: This is a very large file best downloaded by right-clicking and saving the file to disk. Additionally, the Virginia Department of Taxation has made available a Microsoft™ Word document on the new Virginia filing requirement for pass-through entities. Click here to download this document. As a reminder - Please write your Virginia Legislators to remind them to act swiftly on extending Virginia’s conformity to December 31, 2004. To contact your Legislators go to: http://legis.state.va.us/, then click on both Senators and Delegates. David R. Tanner, EA Secretary/Treasurer |
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In Attendance: Members: |
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Mary Atkins Bill Barbour Jim Dishman Gunther "Fritz" Greimel Mike Harrison Don Houck Nancy Lynch |
Benny Montgomery Mary Moore Charles Spencer David Tanner Sharon Warren Anne Wood |
Guests: |
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Gail Abbott George Brown Mary Russo |
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The meeting was held at the Szechuan Restaurant in Roanoke, VA. Lunch was served from Noon to 12:30 p.m. Nancy Lynch called the meeting to order at 12:30 p.m. and introduced our speakers, Elizabeth Obenshain (Obenshain@newriverlandtrust.org), Executive Director, New River Land Trust (www.newriverlandtrust.org) and Diane W. Green, CPA (dianegreen.cpa@verizon.net), Board Member and Treasurer, New River Land Trust. Diane and Elizabeth spoke on Conservation Easements and their associated tax implications (contributions and credits) as well as some Estate tax planning issues Click here for a copy of the Sample Contract presented during the meeting. Diane and Elizabeth presented an informative presentation and we appreciated their efforts. Their presentation concluded at 1:30 p.m. There was a brief business meeting at which we decided to separate the Secretary/Treasurer into two positions at our next election. We decided the next meeting will be April 20, 2005 and will be a round table discussion of the filing season at the Szechuan Restaurant in Roanoke, VA. The meeting was adjourned at 1:45 p.m. David R. Tanner, EA Secretary/Treasurer |
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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. |
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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 |
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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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