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Chapter Meeting Minutes


Meeting Minutes - May 15, 2019

In Attendance:

Members:
Gail L Abbott
William D Barbour
Rebecca Donehew
Stefanie Dremel
Brandon Groseclose
Brian Harmon
Michael G Harrison
Benny R Montgomery
Jessica Smith
Charles R Spencer
David R Tanner
Kimberly Williamson

Guests:
Tammie Lewison
Teresa Meadows

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

Business:
  • No new business was discussed.
The educational portion of the meeting began at 12:20 p.m. David Tanner began his presentation on "Qualified Transportation Fringe Benefits": IRS Program Number QSRNU-T-00387-19-I.

The educational portion concluded at 1:35 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 June 19th at Famous Anthony's, Orange Ave. Roanoke, VA.

A motion was made, seconded and passed to adjourn. The meeting concluded at 1:40 p.m.

Rebecca Donehew
Secretary


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Meeting Minutes - June 20, 2019

In Attendance:

Members:
Gail Abbott
Mary Adkins
Jennifer Cable
Gunther Greimel
Brandon Groseclose
Brian Harmon
Benny Montgomery
Heather Maheu Mueller
Charles Spencer
David Tanner
Knox Wimberly

Guests:
Sara Blunt
Tammie Lewison
Remi Sojka

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

Business: No new business was discussed.

The educational portion of the meeting began at 12:42 p.m. Knox Wimberly began his presentation on "Ethics for the Tax Practitioner in 2019." IRS Program Number: QSRNU-E-00389-19-I.

The educational portion concluded at 2:35 p.m. Two hours 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 July 17th at Famous Anthony's, Orange Ave. Roanoke, VA.

The meeting concluded at 2:40 p.m.

David Tanner
President


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Meeting Minutes - July 17, 2019

In Attendance:

Members:
Gail Abbott
Mary Atkins
William Barbour
Brian Harmon
Michael Harrison
Tammie Lewison
Benny Montgomery
David Tanner

Guests:
Jeremiusz Sojka
Sara Blunt

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

Business: The treasurer's report was emailed and showed a balance of $688.48. No other business was discussed.

The education portion of the meeting began at 12:20 pm.

Brian Hamilton gave a program on "Securing your Customer's Data." IRS Program Number QSRNU-T-00405-19-1. The educational portion concluded at 1:25 pm. One hour of continuing education will be awarded to all participants that signed in.

The next meeting will be August 21 at Famous Anthony's on Orange Avenue.

The meeting concluded at 1:30.

David Tanner
President


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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
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Telephone: (202) 822-6232
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E-mail: info@naea.org
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