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Chapter Meeting Minutes


Meeting Minutes - June 18, 2014

In Attendance:

Members/Associates:
Mary Adkins
Bill Barbour
Rebecca Donehew
Michael G. Harrison
Nancy H. Lynch
Benny R. Montgomery
Charles Spencer
David R. Tanner
Sharon Warren
Anne T. Wood

Guests:
Gail L Abbott
Tracy Pouzar
Grace Robelen
Mary TenHoopen
Angela Welch

The June 18, 2014, meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at Famous Anthony's in Lynchburg, Va.

The meeting was called to order at 12:00 p.m. by David Tanner. A Treasurer's report was given and was accepted as given.

Discussion was held to appoint an education committee to participate in event planning and education coordination. The committee will consist of Gail Abbott, Committee Chair, Mike Harrison, and Anne Wood.

Proposal was made by Charles Spencer to replace search engine on our web site (brcea.org) with another at a cost not to exceed $255.00. Mike Harrison second. Motion carried.

Education on Partnership and S-Corp K-1 presented by Gail Abbott began at 12:40 p.m. and ended at 1:43 p.m. A question and answer session followed the presentation.

Charles announced he would give the July and September education, Mike Harrison volunteered to present the August education.

Rebecca Donehew, Secretary


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Meeting Minutes - July 16, 2014

In Attendance:

Members/Associates:
Bill Barbour
Rebecca Donehew
Gunther Greimel
Nancy H. Lynch
Benny R. Montgomery
Mary Moore
Charles Spencer
David R. Tanner

Guests:
Tracy Pouzar  

The July 16, 2014 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 12:00 p.m. by David Tanner and the treasurer's report was given. The report was accepted as given.

Charles Spencer gave an update concerning a conference call. The date for the state and federal update seminar will be the last Monday and Tuesday of October. The Seminar will be held in Lynchburg, Virginia.

A motion made by Charles Spencer to approve all unapproved minutes. This motion was seconded by Gunther Greimel. The motion was passed.

Michael Harrison will be presenting August education; location to be announced.

Education program on Students and Taxation was presented by Charles Spencer began at 12:25 and was completed at 1:20.

Motion was made to adjourn and the motion was passed.

Rebecca Donehew, Secretary


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Meeting Minutes - August 20, 2014

In Attendance:

Members/Associates:
Bill Barbour
Rebecca Donehew
Nancy H. Lynch
Benny R. Montgomery
David Tanner
Sharon Warren
Jonathan Williams
David R. Tanner

Guests:
Cordelia Holland

The August 20, 2014 meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at Jade Palace in Lynchburg, VA.

The meeting was called to order at 12:21 p.m. by David Tanner. No treasurer's report was given.

The education portion of the meeting starting at 12:40 and was presented by Tom Hodges on Social Security Planning. Concluding at 1:30.

Meeting adjourned.

Rebecca Donehew, 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
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E-mail: info@naea.org
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