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Chapter Meeting Minutes


Meeting Minutes - April 20, 2005

In Attendance:

Members:
William Barbour
James D. Dishman
Rebecca Donehew
Gunther Greimel
Michael G. Harrison
Don Houck
Nancy H. Lynch
Benny R. Montgomery
Mary Moore
David R. Tanner
Sharon Tabor Warren
Ann T. Wood

Guests:
Gail Abbott

The April meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held on Wednesday, April 20, 2005, at the Szechuan Restaurant in Roanoke. Topics included:
  • Whether to have another one day class like we did last December. Mike Harrison will investigate.
  • Discussion about the tobacco settlement, which will be looked at in more detail next month.
  • Weird happenings during tax season.
We also appointed a Nominating Committee of Gunther "Fritz" Greimel, William "Bill" Barbour and Rebecca "Becky" Donehew.
The balance in the checking account was discussed.

The next meeting will be held on May 18 at a time and place to be announced later.

Respectfully submitted,

David R. Tanner, EA
Secretary/Treasurer


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Meeting Minutes - May 18, 2005

In Attendance:

Members:
Mary Atkins
William Barbour
James D. Dishman
Rebecca Donehew
Michael G. Harrison

Don Houck
Nancy H. Lynch
Benny R. Montgomery
David R. Tanner
Sharon Tabor Warren

Guests:
Gail Abbott
Mary Russo
Andy Turner
Brenda Turner

The May meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held on Wednesday, May 18, 2005, at Ippy’s Restaurant in Rocky Mount, VA.

G.B. Washburn of the Farm Service Agency in Rocky Mount presented a program on the Tobacco Buyout Program. Benny Montgomery, EA then presented a program on Like-Kind Exchanges. Benny also tied this into the Tobacco Buyout.

David Tanner provided the Treasurer's report.

Respectfully submitted,

David R. Tanner, EA
Secretary/Treasurer


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Meeting Minutes - June 15, 2005

In Attendance:

Members:
Michael G. Harrison
Nancy H. Lynch
Benny R. Montgomery
Mary Moore
Charles Spencer
Sharon Tabor Warren

Guests:
Sandy Dobyns
Melinda Dorr
Mary Russo

The June meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held on Wednesday, June 15, 2005, at the Holiday Inn Select in Lynchburg, VA.

Nancy Lynch, President called the meeting to order at 12:15 p.m. Nancy Lynch, Charles Spencer and Benny Montgomery led a round table discussion. The discussion centered on the topics from the recent VASEA Spring Seminar; Bankruptcy, Planning for the Older Client, Divorce in Virginia and Ethics.

At the conclusion of the discussion we discussed the possibility of obtaining Dr. Helen M. Roybark, Professor of Taxation, Radford University, for either the July or August meeting - topic and location of her choosing. Benny Montgomery indicated he would lead the September meeting on Ethics and distributed a hand out to be studied and researched before that meeting. Click here for a copy. Mike Harrison, Sharon Warren and Ann Wood are the committee for the December meeting - Virginia Tax Update and possibly a North Carolina Update - place to be determined. Charles Spencer agreed to contact Becky Donehew about her contacting Steve Scher, CPA, IRS Revenue Agent - Field Compliance, to present a training session on either October 19 or November 16. Finally there was a discussion about the need to have elections.

Respectfully submitted,

Charles R. Spencer, EA
Substitute Secretary


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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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Phone: (804) 723-5888
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