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Meeting Minutes - December 19, 2018

In Attendance:

Members:
Gail L Abbott
Mary G Adkins
Rebecca Donehew
Gunther John Greimel
Brian Harmon
Michael Harrison
Jeremy Lassiter
Benny R Montgomery
Marianne Sadler
Charles R Spencer
David Tanner
Lorris Wimberly
Anne T Wood

Guests:
Teresa Meadows
Heather Maheu-Muller
Lisa Edwards
Sara Blunt
Faye Holland

The December 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 12:15 p.m. by David Tanner. A motion was made, seconded and passed to approve October's meeting minutes.

Business:

The educational portion of the meeting began at 12:26 p.m. Mary Adkins began her presentation on “The New Postcard 1040”: IRS Program Number QSRNU-T-00364-18-I. The educational portion concluded at 1:30 p.m. One hour of Continuing Education was awarded to all participants that signed in, remained for the entire session and listed their PTINs.

The next meeting will be January 16, 2019 at Famous Anthony Orange Ave., Roanoke VA. Note: This was subsequently changed to Famous Anthony — Williamson Road.

A motion was made, seconded and passed to adjourn.
The meeting concluded at 1:35 p.m.

Rebecca Donehew
Secretary


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Meeting Minutes - January 16, 2019

In Attendance:

Members:
Mary Atkins
Gail Abbott
Bill Barbour
Fritz Greimel
Brian Harmon
Mike Harrison
Jeremy Lassiter
Benny Montgomery
Anne Sadler
Charles Spencer
Sharon Tabor
David Tanner
Kimberly Williamson
Knox Wimberly
Anne Wood

Guests:
Heather Maheu-Muller
Lisa Edwards
Tammie Lewison
Sara Blunt
Charles Kepley
Remi Sojka
Jennifer Cable
Brandon Groseclose
Jessica Smith

The January meeting of the Blue Ridge Chapter of the Virginia Society of Enrolled Agents was held on January 16 at Famous Anthony's on Williamson Road in Roanoke.

The meeting was called to order at 12:05 by David Tanner, President.

Dues were collected and visitors were recognized and everyone shared a little about themselves for our new people.

The program on Section 199A and Rental property was presented by Knox Wimberly and lasted over one (1) hour. One hour of Continuing Education was awarded to all participants that signed in, remained for the entire session and listed their PTINs.

The meeting concluded about 2:00.

Our next meeting will be held on Wednesday, April 17, at a place to be determined.

David Tanner
President


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Meeting Minutes - April 17, 2019

In Attendance:

Members:
Gail L Abbott
Jennifer Cable
Rebecca Donehew
Stefanie Dremel
Brandon Groseclose
Brian Harmon
Michael G Harrison
Benny R Montgomery
Jessica L Smith
Charles R Spencer
David R Tanner
Kimberly Williamson
Lorris Wimberly

Guests:
Sara Blunt
Cameron Lynch
Remi Sojlea

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

Business:
  • The meeting was called to order at 12:00 p.m. by David Tanner.
  • Any future topics submit to Gail Abbott.
  • June 19th 2 hour session on Ethics.
  • The member section was updated on the website, Agents were asked to review their information and let Charles know if there are any updates to be made.
  • Email new member information to David Tanner.
  • Annual Seminar is June 6th-8th in Fredericksburg.
  • Crypto Currency Knox is looking forward in teaching.
The educational portion of the meeting began at 12:15 p.m. Jennifer Cable began her presentation on "Transcripts": IRS Program Number QSRNU-T-00379-19-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 May 15th at Famous Anthony's, 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
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Phone: (804) 723-5888
E-mail: admin@vasea.org
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