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Chapter Meeting Minutes


Meeting Minutes - September 21, 2011

In Attendance:

Members/Associates:
Rebecca Donehew
Michael Harrison
Donald L. Houck
Nancy H. Lynch
David R. Tanner
Sharon Tabor Warren

Guests:
Paul Donehew  

The September 21, 2011 meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at Vinny's in Lynchburg, Va.

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

Motion was made by Michael Harrison seconded by Sharon T. Warren to approve the August minutes as posted.

Discussion was held on the payment of dues and it was determined that dues for this year were to be $5.00.

Mr. Giles of Blue Ridge Mortgage presented the disadvantages of reverse mortgages and Mr. Duerson of Northwestern Long Term Care Insurance Company gave a presentation on the benefits of long term care insurance.

The October meeting will be in Roanoke.

Upon motion, the meeting was adjourned.

Nancy H. Lynch, E. A.
Secretary


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Meeting Minutes - October 19, 2011

In Attendance:

Members/Associates:
Mary Adkins
George Brown
Rebecca Donehew
Gunther "Fritz" Greimel
Nancy H. Lynch
Benny R. Montgomery
Charles R. Spencer
David R. Tanner
Ann T. Wood

Guests:
Gail L. Abbott Susan Foster

The October 19, 2011 meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at Famous Anthony's in Roanoke, Va.

The meeting was called to order at 12:30 p m by David Tanner, President.

The minutes of the last meeting were approved as posted.

Gunther Greimel gave a treasurer's report showing that our web site has been paid for another year.

The December meeting is changed to the 14th and will be at Ippy's in Rocky Mount, if possible.

Our speaker today was Jerome Foddrell, Taxpayer Advisory Specialist. He has been with the Internal Revenue Service for twelve years and spent ten years in collections. His talk focused on wage and income accounts, record of accounts and collections.

The meeting adjourned at 2:00 p.m.

Nancy H. Lynch, EA
Secretary


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Meeting Minutes - December 14, 2011

In Attendance:

Members/Associates:
Mary Adkins
William D. Barbour
Rebecca Donehew
Gunther "Fritz" Greimel
Donald L. Houck
Nancy H. Lynch
Michael G. Harrison
Benny R. Montgomery
Mary L. Moore
David R. Tanner
Sharon Tabor Warren

Guests:
Gail L. Abbott Paul Donehew

The December 14, 2011 meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at Azteca de Sol in Rocky Mount, Va.

The meeting was called to order at 12:15 p m by David Tanner, President.

David discussed the matter of Box Programs available from NAEA that we could use for our education each month. This is to be further investigated to see if we can benefit from this service.

The January 18, 2012 meeting will be at Ippy’s in Rocky Mount and Gail Abbott will speak on "Reporting cash transactions and foreign financial accounts".

Education was presented by Gail Abbott on quality control beginning at 12:50 p. m. and ending at 1:50 p.m.

The meeting adjourned at 2:00 p. m.

Nancy H. Lynch, E. A.
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
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Telephone: (202) 822-6232
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E-mail: info@naea.org
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