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Chapter Meeting Minutes


Meeting Minutes - August 18, 2021

In Attendance:

Members in attendance for the in-person meeting:
Gail Abbott
Bill Barbour
Brian Harmon
Michael Harrison
Benny Montgomery
David Tanner
Anne Wood

The Blue Ridge Chapter of the Virginia Society of Enrolled Agents met on August 18, 2021 in Roanoke, Virginia.

The meeting was called to order by Gail Abbott at 12:02 p.m.

Business:

The previous meeting on July 21, 2021 was a training meeting only, as such no minutes were kept.

The Chapter extends its sympathy to Rebecca Donehew and her family on the loss of Paul Donehew. His presence at our meetings will be greatly missed.

Motion made and seconded and approved unanimously to reimburse Gail Abbott $106.21 for funeral flowers.

Training Program:

The Educational portion started at 12:07 p.m. and concluded at 1:52 p.m. Those in attendance and who sign the Sign-In Sheet will receive 2 hours of Ethics CE.

Our next meeting will be September 15, 2021, topic and presenter to be determined.

There being no further business a motion made and seconded and approved unanimously to adjourn.



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Meeting Minutes - September 15, 2021

Members in attendance for the Zoom meeting:
Gail Abbott
William D. Barbour
Jennifer L. Cable
Michael G. Harrison
Tammie J. Lewison
Jessica Smith
Charles R. Spencer
David R. Tanner
Lorris "Knox" Wimberly

The Blue Ridge Chapter of the Virginia Society of Enrolled Agents met via Zoom on September 15, 2021.

The meeting was called to order by Gail Abbott at 12:00 p.m.

Business:

Motion (Gail) made and Seconded (Bill) and Approved unanimously to approve the August 18, 2021 minutes as posted on the web site.

The Treasurer's report was given.

Motion made and seconded and approved unanimously to reimburse Charles Spencer $192.99 and to pay Janeson Keeley $225.00 for another year for our web site www.brcea.org.

Those in attendance discussed meeting options and webinar functionality. For the time being, meetings with education will be conducted virtually as webinars. Covid numbers permitting, three or four in person meetings per year will be held going forward. Our next meeting will be October 20, 2021, with Knox Wimberly tentatively scheduled to present on the topic of Child Tax Credit and Advanced Child Tax Credit. Plans were made for webinars in November and January, with no meeting currently planned for December.

There being no further business a motion made and seconded and approved unanimously to adjourn.

Gail Abbott
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
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