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Chapter Meetings

Our meetings are held every 3rd Wednesday of the month. The location varies each month so as to serve all of our member's locations. Check here for dates, times, and locations of meetings.

Click here to see the Minutes from previous meetings.

October 2017 Meeting

Date: October 18, 2017
Time: Noon (Sharp)
Topic: IRS Whistleblower Program and Circular 230
IRS Program Number: QSRNU-E-00314-17-I

Upon completion of this meeting the attendee will have been instructed in the following items:
  • Brief history of the Whistleblower Program
  • Explain 26 USC 7623(a)
  • The Tax Relief and Health Care Act of 2006
  • Key change in the law to add § 7623(b)
  • What the Whistleblower Office does
  • How to report a case to the Whistleblower Office
  • Using the Internal Revenue Manual § 25.2.2 for Whistleblower awards
  • IRS Taint Team and the Taint review process
  • False Claim Act from 31 U.S.C. § 3729-33
  • What form to file and how to prepare 211 and Form 3949-A and where to file it
  • Whistleblower Program and Circular 230
  • Explain IRC § 6103 as per The Restructuring and Reform Act of 1998
  • Questions
Cost: Members – FREE
Non-Members – $5.00
Please Note VASEA Non-members Charge below.
Speaker: Benny R. Montgomery, EA
Bio: Benny R Montgomery was born in Danville, Virginia, and attended Dan River High School, finishing in 1957. He was in the Army from 1962 to 1965. He then attended Phillips Business College and finished the course in Higher Accounting Major in 1972. Benny has worked in corporate accounting and started his own accounting business in 1971 where he is still employed. He taught taxes and accounting in college part-time for 8 years. He passed the EA exam on his first try in 1975 and received certificate in 1976.
Place: Famous Anthony's
6499 Williamson Rd.
Roanoke, Virginia 24019
Phone: (540) 362-1400
Directions: Click for Google Maps directions from your location »

Near Brookside Par 3 Golf Course.

From Rocky Mount:
Route 220 North to Rt. 419.
Continue on the Roy Webber Expressway / I-581 for 8.9 miles.
Take I-581, Exit 2 (first exit) to Peters Creek Road (North) for 2.4 miles.
Turn Right on to Williamson Road for .7 mile.
Famous Anthony's will be on the left in a strip mall with Food Lion.

From Lynchburg:
Route 460 - From the Botetourt / Roanoke County line continue for .5 mile.
Turn Right on to Route 220 (Cloverdale Road) for 5.2 miles.
Note: This is the old truck stop location at I-81, Exit 150.
Turn Left on to Route 11 South (Lee Highway / Williamson Road) for 4.9 miles.
Famous Anthony's will be on the left in a strip mall with Food Lion.

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NOTICE

CE Credit Policy

Effective Immediately

NEW POLICY – Effective Immediately

Virginia Society of Enrolled Agents
Chapter Meeting CE Credit Policy


For VASEA Members:
Receiving CE credit for attending VASEA chapter meetings is a benefit of VASEA membership. All active members and associates in good standing are eligible to receive IRS CE credit through the VASEA office for chapter meetings at no charge.

For Non-Members:
Non-members may receive IRS CE credit for chapter meetings through the VASEA office at a rate of $15 per chapter education event. In order for non-members to receive CE credit for attending a chapter meeting, they must:
  1. Comply with the chapter's attendance and sign-in requirements for chapter meetings, including providing their PTIN.
  2. Purchase a chapter meeting CE token from the VASEA website at the rate of $15 per chapter education event no later than 2 days following the meeting.
VASEA will upload IRS CE credit information for all paid non-member chapter meeting attendees at the same time the credit is uploaded for the VASEA member attendees. Chapters do not have to solicit for payment but should notify non-member attendees that they will not receive CE credit unless a token is purchased through the VASEA office.

Annual CE Token Pass Option for Non-Members:
Non-members may pay $100 for a VASEA Annual CE Token Pass, which entitles the individual to unlimited chapter CE for the year without buying individual tokens.

Chapters are encouraged to include the Chapter Meeting CE Credit Policy for Non-Members in their meeting announcements.



Your CE Token(s) can be purchased by going to VASEA's web site http://www.vasea.org/, clicking on "Member Login" (upper right corner), then select "Chapter CE Tokens" from the menu on the left, click on the blue box for Chapter CE Token, fill in the Chapter Name and Meeting date, then click on "+ Add To Cart" then click on "Check Out".

If you are a visitor and don't have a login, use the "New Visitor Registration" to create an account. You may want to do this first.

Your payment must be received by the second day after the meeting – no exceptions.

Questions: Please call (804) 723-5888.
CE Certificates: CE certificates are for your records only. IRS CE credit is only provided for VASEA members who attend the program and non-members who attend the program and pay the non-member chapter meeting CE fee of $15 per chapter education event. Please contact the VASEA office at (804) 723-5888 if you have any questions.

Training Opportunities

Upcoming Meetings: Click Here for Upcoming Educational Opportunities
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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
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