The Menu:

Advanced
Site Search by FreeFind
Meetings > Minutes Index > Previous Page > December, 2017 - Aoril, 2018 > Next Page

Chapter Meeting Minutes


Meeting Minutes - December 20, 2017

In Attendance:

Members:
Gail Abbott
Rebecca Donehew
Gunther Greimel
Brian Harmon
David Tanner
Kimberly Williams
Ann Wood

Guests:
Paul Donehew

The December 20, 2017 meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at the home of Rebecca Donehew. The meeting was called to order at 12:00 PM by David Tanner.

A financial report was given by Gunther Greimel.

Motion made to approve October Minutes Approved.

Announcement of officers for the coming year was presented all officers were voted and approved.

David Tanner gave a presentation on taxation of annuities, life insurance policies and inherited IRA's beginning at 12:50 and concluded at 1:40. There was also a question and answer session on the process of taxability and reporting on the reporting of the taxable benefits.

The next meeting will be held at Famous Anthony's Williamson Road Roanoke, VA, January 17 at 12:00 noon. A presentation on Data Security will be given by Ley Mills.

The meeting adjourned at 2:00 PM.

Rebecca Donehew
Secretary


Return to top


Meeting Minutes - January 26, 2018

In Attendance:

Members:
Gail Abbott
William Barbour
Rebecca Donehew
Gunther Greimel
Brian Harmon
Michael G. Harrison
Sharon Tabor
Charles Spencer
David Tanner
Kimberly Williamson
Anne T. Wood

Guests:
Paul Donehew

The January 26, 2018 meeting was held at Famous Anthony's Roanoke VA and was called to order at 12:30 p.m. by President David Tanner. Guests were welcomed and recognized. Treasurer report was given by Gunther Greimel. The minutes from December 2017 meeting were presented and approved.

The education portion of the meeting began at 12:40 p.m. and was presented by Herbert D Mills with a focus on Practitioner Data Breach program number QSRNU-T-00325-17-1. The presentation concluded at 1:40 p.m.

The next meeting will be held at Famous Anthony's on Williamson Rd., Roanoke, VA.

Meeting adjourned at 2:00 p.m.

Rebecca Donehew EA
Secretary


Return to top


Meeting Minutes - April 18, 2018

In Attendance:

Members/Associates:
Gail Abbott
William D. Barbour
Rebecca Donehew
Bryan Harmon
Michael G. Harrison
Jeremy Lassiter
Benny R. Montgomery
Sharon Tabor
David R. Tanner Jonathan J. Williams
Ann T. Wood

Guests:
Teresa Meadows

The April 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.

Business: Round table discussion on any challenges during this past tax season.

A motion was made, seconded and passed to adjourn. The meeting concluded at 1:00 p.m.

Rebecca Donehew
Secretary


Return to top


< Previous Page | Next Page >


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
© 2002-2019 Blue Ridge Chapter Virginia Society of Enrolled Agents