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Chapter Meeting Minutes


Meeting Minutes - August 15, 2018

In Attendance:

Members:
Gail L Abbott
William D Barbour
Rebecca Donehew
Gunther John Greimel
Brian Harmon
Jeremy Lassiter
David Tanner

Guests:
Marie Childress
Wanda DeLong
Paul Donehew
Teresa Meadows
Anne Sadle

The August 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:
The educational portion of the meeting began at 12:20 p.m. Rebecca Donehew began her presentation "Reconstructing Vehicle Mileage Logs" - IRS Program Number QSRNU-T-00355-18-I. The educational portion concluded at 1:20 p.m. One hour of Continuing Education were awarded to all participants that signed in, remained for the entire session and listed their PTINs.

A motion was made, seconded and passed to adjourn. The meeting concluded at 1:25 p.m.

Rebecca Donehew
Secretary


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Meeting Minutes - September 19, 2018

In Attendance:

Members:
Gail Abbott
Mary Adkins
William D. Barbour
Gunther Greimel
Brian Harmon
Benny R. Montgomery
Marianne Sadler
Charles Spencer
Sharon Tabor
David R. Tanner
Lorris Knox Wimberly
Anne Wood

Guests:
Maria Childress
Lisa Edwards

The September meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held at Famous Anthony's, Challenger Ave., Roanoke, VA.

The meeting was called to order at 12:05 p.m. by David Tanner.

Gail Abbott moved and Bill Barbour seconded a motion to approve the following previous meeting minutes; April 18, 2018; May 16, 2018; June 20, 2018; July 18, 2018; and, August 15, 2018. The motion passed unanimously.

Gunther "Fritz"Greimel presented the Treasurer's Report.

Gail Abbott presented the Education Committee Report. Training for the rest of the year will be as follows:

October 17  -  1040 Audit - Jeremy Lassiter - Famous Anthony's, Challenger Ave.
November  -  No meeting.
December 19  -  The New Postcard 1040 - Mary Adkins - Famous Anthony's, Challenger Ave.
January 16  -  Cryptocurrency Basics & Key Terms - Knox Wimberly - Famous Anthony's, Challenger Ave.

Charles Spencer moved and Gail Abbott seconded a motion as follows: move the Blue Ridge Chapter of the Virginia Society of Enrolled Agents authorize and pay the following expenses for the Chapter's Web Site for 2018 thru 2019. The motion passed unanimously.

Reimburse Charles R. Spencer for:
HostDime - Web Site Hosting 10/1/2018 - 9/30/2019 $ 165.00  
HostDimeDomains - Domain Name Registration 10/10/2018 - 10/9/2019   $ 27.99  
  Total to reimburse Charles R. Spencer $ 192.99  
 
Pay directly to JTKWeb:
JTKWeb - Web Site Updates 10/10/2018 - 10/9/2019   $ 225.00 *
  Total to JTKWeb $ 225.00  

Knox Wimberly then gave an update on Legislative activities.

At 12:20 p.m., Knox Wimberly began the educational portion of the meeting on Cryptocurrency Ethics: IRS Program Number QSRNU-E-00359-18-I. This was a highly informative Ethics program. The two (2) hour program concluded at 2:05 p.m. Two (2) hours of Continuing Education was awarded to all participants that signed in, remained for the entire session and listed their PTINs. One (1) hour was awarded to those remaining only one hour.

A motion was made, seconded and passed to adjourn.

The meeting concluded at 2:10 p.m.

Charles Spencer
Acting Secretary


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Meeting Minutes - October 17, 2018

In Attendance:

Members:
Gail L Abbott
Mary G Adkins
William D Barbour
Jeremy Lassiter
Charles R Spencer
Sharon Tabor
David Tanner
Lorris Wimberly

Guests:
Teresa Meadows

The October 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 12:22 p.m. by David Tanner. A motion was made, seconded to approve September's meeting minutes, motion passed.

Business:
The educational portion of the meeting began at 12:26 p.m. Jeremy Lassiter began his presentation on "The 1040 Audit": IRS Program Number QSRNU-T-00363-18-I. The educational portion concluded at 1:30 p.m. One hour of Continuing Education will be awarded to all participants that signed in, remained for the entire session and listed their PTINs.

The next meeting will be December 19, 2018 at Famous Anthony Orange Ave., Roanoke, VA.

A motion was made, seconded and passed to adjourn.

The meeting concluded at 1:35 p.m.

Rebecca Donehew
Secretary


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Virginia Society of Enrolled Agents Virginia Society of Enrolled Agents
P. O. Box 2873
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Phone: (804) 723-5888
E-mail: admin@vasea.org
Web site: www.vasea.org
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