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Chapter Meeting Minutes


Meeting Minutes - September 19, 2012

In Attendance:

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

Guests:
Gail L. Abbott Paul Donehew

The September 19, 2012 meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at Ippy's in Rocky Mount, Va.

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

The minutes of the August meeting and the treasurer's report were approved as presented.

Information was presented on the VASEA annual meeting in Virginia Beach, Va .on October 25th and the NCPE continuing education to be presented in November. There was no action to be taken.

The October 17th meeting will be in Lynchburg and one hour of continuing education on Ethics will be presented with the second hour to be in Rocky Mount on December 19th.

Brian Hamilton of Agabus Solutions presented an informative program on Safeguarding Your Data. The security of your and clients' information and reducing risks on your computer systems and your need for secure backup in the event of any problems with any and all programs.

Upon motion, the meeting was adjourned.

Nancy L. Lynch, Secretary


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Meeting Minutes - October 17, 2012

In Attendance:

Members/Associates:
Rebecca Donehew
Gunther "Fritz" Greimel
Donald L. Houck
Nancy H. Lynch
Michael G. Harrison
Benny R. Montgomery
Heather Maheu-Muller
Charles R. Spencer
David R. Tanner

Guests:
Gail L Abbott
Paul Donehew
Richard E. Turner

The October 17, 2012 meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at Super China Buffet in Lynchburg, Va.

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

Minutes of the September 19th meeting were approved as presented.

Benny Montgomery presented the first hour of Ethics and the second hour will be at our December 19th meeting at Ippy's in Rocky Mount and will be presented by Gail Abbott.

One hour of continuing education is granted for each session.

There will be no meeting in November due to the education seminars and the Thanksgiving Holiday.

Upon motion, the meeting was adjourned.

Nancy H. Lynch, Secretary


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Meeting Minutes - December 17, 2012

In Attendance:

Members/Associates:
Mary Adkins
William D. Barbour
Gunther "Fritz" Greimel
Michael G. Harrison
Benny R. Montgomery
Charles R. Spencer
David R. Tanner

Guests:
Gail L. Abbott
Carolyn Ferguson
Ronald Smith
Jonathan Williams

The December 17, 2012 meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at Ippy's in Rocky Mount, Va.

The meeting was called to order at 12:25 p m. David Tanner. He announced that our speaker next month would be from the IRS and our meeting would be at Famous Anthony's in Roanoke on Route 460.

Charles Spencer reported on the December 6 conference call regarding education from the Virginia Society. The IRS wants to explore video conferencing education as they will no longer send speakers to events. Various ways and means of enabling the chapters to do this were discussed. Charles also mentioned that a list of expiring federal tax provisions is available online from the Joint Committee on Taxation.

Gail Abbott continued the ethics presentation begun by Benny Montgomery in October. The presentation began at 12:55 p.m. and ended at 1:55 p.m., one hour of CPE will be awarded for attendance at this meeting. The session was adjourned at 2:00.

Charles Spencer
Acting 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.



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
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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