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Chapter Meeting Minutes


Meeting Minutes - August 17, 2016

In Attendance:

Members:
Gail Abbott
Gunther Greimel
Michael Harrison
Benny Montgomery
Charles Spencer
Sharon Tabor
John Webb

Guests:
None  

The August 17, 2016 meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at the Porterhouse Restaurant, 126 Old Graves Mill Road, Lynchburg, VA 24052.

In the absence of the President, David Tanner; Michael Harrison, Vice President, called the meeting to order at 12:15 p.m.

A motion was made and seconded to approve the minutes from the July 20, 2016 meeting.

Fritz Greimel, Treasurer, gave a treasurer's report.

A discussion on upcoming training followed. Our next meeting will be in Lynchburg, location to be announced, and will be on Capital and Operating Leases by John Webb, EA.

The education portion; Rental Issues, began at 1:10 p.m. by the instructor, Michael Harrison, EA and concluded at 2:05 p.m.

Meeting adjourned at 2:10 p.m.

Charles Spencer, EA
Acting Secretary


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Meeting Minutes - September 21, 2016

In Attendance:

Members:
Gunther Greimel
Michael Harrison
Benny Montgomery
Charles Spencer
David Tanner
John Webb

Guests:
Belinda Carter
Jeremy Lassiter
Heather Greenwell, VASEA Society Administrator

The September 21, 2016 meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at the Porterhouse Restaurant, 126 Old Graves Mill Road, Lynchburg, VA 24052.

President, David Tanner, called the meeting to order at 12:15 p.m.

David introduced Heather Greenwell, VASEA Society Administrator. Heather made a few remarks about the IRS revamp of the CE program and upcoming VASEA training, and expanded NAEA listings.

A motion was made and seconded to approve the minutes from the August 17, 2016 meeting. Motion passed.

Fritz Greimel, Treasurer, gave a treasurer's report.

A discussion of upcoming BRC, VASEA, NCPE, NATP, VT training was held. David asked for member's BRC program suggestions.

A motion was made and seconded to approve the payment of the web site expenses (10/1/2016 – 9/30/2017); web site hosting, domain name registration, and the yearly updating service; total cost $339.99. Motion passed.

The education portion; Tax Leases from the Lessee Perspective, began at 12:52 p.m. by the instructor, John Webb, EA and concluded at 1:50 p.m.

Meeting adjourned at 2:00 p.m.

Charles Spencer, EA
Acting Secretary


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Meeting Minutes - October 19, 2016

In Attendance:

Members:
Gail Abbott
Mary Adkins
William Barbour
Rebecca Donehew
Donald Houck
Benny Montgomery
Charles Spencer
David Tanner

Guests:
Paul Donehew
Belinda L Carter

The October 19, 2016 meeting of the Blue Ridge Chapter of the Society of Enrolled Agents was held at Famous Anthony's in Roanoke VA. The meeting was called to order at 12:00 Noon by David Tanner.

Motion was made to approve the minutes from the September meeting. Motion passed.

The education portion of the meeting began at 12:25 PM with Gail Abbott presenting a program on Installment Sales: Repossession and personal residence followed with discussion, questions and answers. The program concluded at 1:15 PM.

There will be no meeting in November.

December meeting will be held at Becky Donehew's house with Ley Mills on Offer in Compromise.

Meeting adjourned at 1:30 PM.

Rebecca Donehew
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
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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