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Chapter Meeting Minutes


Meeting Minutes - January 21, 2009

In Attendance:

Members/Associates:
Mary G. Adkins
William D. Barbour
Rebecca Donehew
Gunther Greimel
Michael G. Harrison
Donald L. Houck
Benny Montgomery
Mary L. Moore
Charles R. Spencer
Sharon Tabor Warren
Ann T. Wood

Guests:
Timothy A. Barbour
Paul Donehew
Ginger Sawyer

The January meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held on Wednesday, January 21, 2009 at Famous Anthony's, Roanoke, Virginia.

The meeting was called to order at 12:00 p.m. by Rebecca Donehew, President.

Rebecca notified everyone that our Secretary, Nancy Lynch fell on January 3 and the doctors finally realized on January 12 she had an acute compression fracture of the 5th vertebrae and a bulging disk lower down. She met with the neurosurgeon on the 15th and had surgery on the 16th. The surgeon cemented the compression fracture and said the surgery went well. She went home the same day and is expected back at work in a couple of weeks.

Charles Spencer moved the Chapter send her a get well card and some flowers not to exceed $75. Mary Moore seconded the motion. A vote was held and the motion passed. Becky Donehew will take care of the card and flowers.

At 12:45 p.m. Charles Spencer, EA began his presentation on Virginia Update. The presentation concluded at 1:50 p.m. One (1) hour of CPE will be awarded. A copy of the handout can be found at www.brcea.org/Virginia Update.doc

Other Business:

Becky Donehew announced the next meeting will be on April 22, 2009 as our regular date will be April 15.

The meeting adjourned at 2:00 p.m.

Rebecca Donehew, EA
President (acting Secretary in the absence of Nancy Lynch)


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Meeting Minutes - April 24, 2009

In Attendance:

Members/Associates:
William D. Barbour
Rebecca Donehew
Nancy H. Lynch
Benny R. Montgomery
Heather Maheu Muller
David R. Tanner

Guests:
Gail L. Abbott Paul Donehew

The April meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held on Thursday, April 23, 2009 at the home of Rebecca Donehew.

The meeting was called to order by President Donehew at 12:45. The nominating committee appointed by the President is Benny Montgomery and Mike Harrison.

Discussion covered unusual events with tax preparation this past filing season with information exchanged regarding problems with software, obtaining tax information, and dealing with the Internal Revenue Service. CPE was not consistently offered at every meeting last year; therefore an email will be sent to all members requesting suggested topics and or speakers for the remainder of this year.

The May 20, 2009 meeting will be at Famous Anthony's on Williamson Road. Education will be presented by Charles Spencer, covering The American Recovery and Reinvestment Act of 2009.

The meeting was adjourned at 1:55 P.M.

Nancy H. Lynch, EA
Secretary


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Meeting Minutes - May 20, 2009

In Attendance:

Members/Associates:
William D. Barbour
James D. Dishman
Rebecca Donehew
Donald L. Houck
Nancy H. Lynch
Benny R. Montgomery
Heather Maheu Muller
Charles R. Spencer
David R. Tanner

Guests:
Gail L. Abbott
Timothy Barbour
Paul Donehew
Parveen Riaz

The May meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held on Wednesday May 20, 2009 at Famous Anthony’s, in Roanoke, VA.

The meeting was called to order at 12:10 p.m. by Rebecca Donehew, President.

The nominations committee reported the following slate of officers for election in June:
William Barbour, President
David Tanner, Vice-President
Nancy Lynch, Secretary
Gunther (Fritz) Greimel, Treasurer

Directors: Charles Spencer; Michael Harrison and Benny Montgomery

The slate was unanimously approved.

At 1:00 p.m. Charles Spencer, EA began his presentation on The American Recovery and Reinvestment Act of 2009. A copy of the presentation may be found at:
www.brcea.org/Handout - American Recovery and Reinvestment Act of 2009.doc.

The presentation concluded at 2:00 p.m. and 1 hour of CPE will be awarded.

The meeting adjourned at 2:00 p.m.

Nancy H. Lynch, EA
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.



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
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Washington, DC 20036-3953
Telephone: (202) 822-6232
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E-mail: info@naea.org
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