Upcoming events

    • 01/17/2023
    • 04/18/2023
    • 14 sessions
    • Zoom

    VASEA Tax Hotline

    Special Member Benefit

    A special tax season hotline for members by members. It's not a phone line but a Zoom meeting scheduled every Tuesday evening from 6-7 where members can Zoom in to get input and insight from their peers on their tax questions.

    Members, check your emails for the Zoom link or contact the VASEA office.



    • 05/02/2023
    • 10:00 AM - 11:00 AM
    • Via Microsoft Teams
    Register

    Post Tax Season Roundtable with IRS Representatives

    For VASEA Members Only

    Join VASEA and IRS Representatives to discuss what went well and what could be improved for next year, including Q&A.

    IRS Senior Stakeholder Liaisons Cheryl Jackson and Anika Pompey are hosting an exclusive post-season roundtable with VASEA members to discuss what went well this season and what could be improved for next year, including a Q&A session.

    This event is free for members, but registration is required.  Members must login to their VASEA account to register.

    Meet Your Senior Stakeholder Liaisons:

    Cheryl Jackson is a Senior Stakeholder Liaison with the Communication and Liaison office of the Internal Revenue Service. As a Senior Stakeholder Liaison, Cheryl is responsible for establishing and maintaining stakeholder relationships and for providing education and outreach to the small business community and tax professional organizations. Cheryl started her career with the IRS in 1997 and has served in many capacities, including Accounts management and collections. Cheryl has 24 years of experience with the service. Cheryl believes education is the best way to promote voluntary compliance of the law.   

    Anika Pompey is a Senior Stakeholder Liaison with the Internal Revenue Service (IRS) in Washington, DC. In this role, she is responsible for performing outreach and establishing relationships with tax practitioners, business and industry organizations, and other audiences for the purpose of sharing information about IRS policies, practices, and procedures. Prior to becoming a Senior Stakeholder Liaison, Anika held the position of Tax Compliance Officer (TCO). In this role, she planned and conducted examinations of individual income tax returns. She was also responsible for educating taxpayers about tax law and tax-related accounting. Anika held the position of TCO for nine years before becoming the frontline manager of a TCO group. Anika has also held the position of Contact Representative where she was responsible for assisting customers with their tax accounts. Overall, Anika’s IRS career spans more than 15 years.

    Free for members.  Registration required.  Members must login to their VASEA account to register.

    • 05/09/2023
    • 12:00 PM - 1:00 PM
    • Via BigMarker
    Register

    IRS Criminal Investigation and the Professional Return Preparer

    This presentation will familiarize participants with one of IRS Criminal Investigation’s core mission cases: unscrupulous return preparers who may have violated the tax law(s). It will also cover when contact is made by IRS Criminal Investigation with the professional return preparer when a client is under investigation.

    Learning Objectives: 

    1. Understand why unscrupulous return preparer criminal cases are core to IRS – Criminal Investigation’s mission,
    2. Understand what criminal violations IRS-Criminal Investigation may investigate,
    3. Understand what tools IRS- Criminal Investigation may use to develop and further unscrupulous return preparer investigations, and
    4. Understand what steps to take when contact is made by a Special Agent of IRS-Criminal Investigation when a client is under investigation.

    Presenter:

    Before forming the Black Raven Advisory Group, LLC Christopher Wajda, served for more than 32 years with the Internal Revenue Service. His last position was as the Assistant Special Agent in Charge (ASAC) of the Washington D.C. Field Office - IRS - Criminal Investigation. As the ASAC, he led and guided some of the most significant criminal white-collar investigations ever to have been conducted in the U.S

    Currently Christopher Wajda is in private practice in the metropolitan Washington D.C. area serving clients on a worldwide basis. He is a licensed Enrolled Agent with the Internal Revenue Service, and he is registered as a private investigator with the Commonwealth of Virginia (99-662057). He has over 35 years of experience in complex criminal and civil financial investigations.

    Participants earn up to 1.0 CE/CPE credits.

    Field of Study: Federal Tax Law Topics / Taxes
    Pre-Requisites: Basic knowledge of federal taxation and Circular 230
    Who Should Attend: CPAs, EAs, Tax Preparers, Tax Attorneys
    Advanced Preparation: None
    Program Level: Basic to Intermediate
    Delivery Method: Group Internet Based
    IRS Program Number:  QSRNU-T-00597-23-O 

    A personalized login will be sent to online registrants prior to the event.

    Registration Fees
    Members: $30
    Non-Members: $50

    Join VASEA for $90 and enjoy member rates at events all year long.

    Member Discount Eligibility
    Member pricing applies to NAEA and VASEA Members, Associates, and current VASEA Annual CE Pass holders, and their staff. Staff are only eligible for VASEA member rates if registration is paid for by a VASEA Member, Associate or current CE passholder.

    Group discounts at education functions are given to multiple attendees from a single firm when there is one payment for all registrations: 3‐5 attendees = 5% each; 6‐10 = 10%; 11 or more = 15%.

    Additional Administrative Fees 
    Please review your registration information for accuracy BEFORE completing payment.  A $25 administrative fee will be charged in all cases where the VASEA office is required to make edits to your registration for payment or CE credit, including inadvertently paying the non-member rate and requesting a refund, inaccurate PTIN entry, or misspelling your name. 

    Phone or Email Registration Options
    There is a $25 additional fee for registrations taken over the phone or via email.

    Refund Policy
    No refunds.  Substitutions are allowed if received 48-hours prior to the start of the webinar.  “No Shows” forfeit their fees.  All registrants receive a recording of the webinar whether or not they attend.

    Cancellation
    VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

    Complaint Resolution Policy
    For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

    Questions
    Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.

    • 06/14/2023
    • 10:00 AM
    • 06/16/2023
    • 5:00 PM
    • Hybrid Conference with Live & Virtual Registration Options
    Register


    Hybrid Conference

    Live & Virtual Registration Options

    18 Hours CE/CPE


    In-Person Meeting Location

    Hyatt House Richmond / Short Pump

    11800 West Broad Street, Suite 1098, Henrico, VA

    (804) 360-7021

    Reserve your sleeping room now!

    Speakers

    Patrick Knightly
    Ericka Williams
    Mark Seid

    Topics

    Avoiding Common Accounting & Tax Mistakes when Serving Houses of Worship & Clergy

    Business Entity Examination Issues

    Tax Impact of a Change in Accounting Method

    Energy Credits: What Tax Pros Need to Know

    "Help! My passport has been revoked!" Representing a Non-Filer with Delinquent Tax Issues

    How to Successfully Defend a Client in an IRS Audit

    Penalty Abatement for Fun & Profit

    Reporting Foreign Activity in PTEs (When and How to complete K-2 & K-3 Forms)

    §163(j) Business Interest Limitation in Full Swing


    NAEA/VASEA Member Registration Fees:
    $450 early-bird discounted bundle rate before April 30
    $525 regular bundle rate after April 30 ($60 per 2-hour session)

    Non-Member Registration Fees:
    $550 early-bird discounted bundle rate before April 30
    $625 regular bundle rate after April 30 ($75 per 2-hour session)
    Join VASEA for $90 and enjoy member rates at our events all year long!

    *Pricing is the same for in-person and online attendance.  


    • 07/13/2023
    • 12:00 PM - 1:00 PM
    • Via BigMarker
    Register

    Profit and Loss from Farming, the Basics

    This presentation provides an overview of the basics of tax returns for farmers, including ordinary income and expenses reported on Schedule F, and sale of farm assets on Form 4797. The presenter will discuss what activities may (or may not) be reported as farm income, special rules for estimated tax payments, types of farm income and expenses, some of which may be unique to farmers; and tax credits available to farmers. The presenter will provide examples based on his 30+ years of experience in preparing farm returns.

    Learning Objectives: 

    1. Learn what activities may (or may not) be reported as farm income
    2. Learn how and where income items for farmers are reported on the tax return
    3. Learn special rules for estimated taxes for farmers
    4. Receive an overview of income and expenses that may be unique to farming
    5. Discuss credits that may be available to farmers

    Presenter:

    Jeff Bruce is an Enrolled Agent and owner/tax accountant at Redman Bruce Accounting and Tax, LLC, in Louisa, Virginia. Jeff graduated from Virginia Commonwealth University with a B.S. in Business Administration in 1984. He previously worked as a tax accountant at Andrew Brabrand Accounting and Tax, LLC before starting his own firm in 1989. Jeff has served as the President of the VaSEA Richmond chapter since 2013. He also serves his community as a volunteer treasurer for the Adult Community Education program in Louisa.

    Participants earn up to 1.0 CE/CPE credits.

    Field of Study: Federal Tax Law Topics / Taxes
    Pre-Requisites: Basic knowledge of federal taxation in the U.S.
    Who Should Attend: CPAs, EAs, and other Tax Professionals
    Advanced Preparation: None
    Program Level: Basic
    Delivery Method: Group Internet Based
    IRS Program Number:  QSRNU-T-00598-23-O

    A personalized login will be sent to online registrants prior to the event.

    Registration Fees
    Members: $30
    Non-Members: $50

    Join VASEA for $90 and enjoy member rates at events all year long.

    Member Discount Eligibility
    Member pricing applies to NAEA and VASEA Members, Associates, and current VASEA Annual CE Pass holders, and their staff. Staff are only eligible for VASEA member rates if registration is paid for by a VASEA Member, Associate or current CE passholder.

    Group discounts at education functions are given to multiple attendees from a single firm when there is one payment for all registrations: 3‐5 attendees = 5% each; 6‐10 = 10%; 11 or more = 15%.

    Additional Administrative Fees 
    Please review your registration information for accuracy BEFORE completing payment.  A $25 administrative fee will be charged in all cases where the VASEA office is required to make edits to your registration for payment or CE credit, including inadvertently paying the non-member rate and requesting a refund, inaccurate PTIN entry, or misspelling your name. 

    Phone or Email Registration Options
    There is a $25 additional fee for registrations taken over the phone or via email.

    Refund Policy
    No refunds.  Substitutions are allowed if received 48-hours prior to the start of the webinar.  “No Shows” forfeit their fees.  All registrants receive a recording of the webinar whether or not they attend.

    Cancellation
    VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

    Complaint Resolution Policy
    For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

    Questions
    Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.

    • 08/01/2023
    • 08/03/2023
    • 3 sessions
    • Via BigMarker


    This Lunch & Learn Webinar Series will be presented as three individual “Lunch & Learn” webinars on August 1, 2, and 3, 2023 from noon-1pm ET. 

    • Tues, Aug 1 - IRS Form 8824 – Completing the 8824 1031 Exchange Form presented by Bill Horan
    • Wed, Aug 2 - Stock Options and Equity Awards presented by Carol May
    • Thurs, Aug 3 - Overview of Contribution Limits for IRAs and Employer Plans presented by Tim Wesling

    Register for the 3-webinar package and save, or register for each webinar individually.

    • 09/19/2023
    • 12:00 PM - 1:00 PM
    • Via BigMarker
    Register

    Introduction to Representation

    This course will introduce Enrolled Agents and other tax practitioners to IRS tax representation. It will provide a summary of ways to assist clients with outstanding tax liabilities and unfiled tax returns. Tax representation is a service that provides your practice with year round revenue outside of the tax filing season.

    Learning Objectives: 

    1. Understand differences between Revenue Officers, Revenue Agents and Offer Examiners
    2. Overview of Form 2848 and Form 8821
    3. Overview of Notices, SOLs, Liens, and Levies
    4. Learn five ways to resolve taxpayer debt

    Presenter:

    Angela D. Thompson, EA, CTRS has over 25 years of tax and accounting experience. She attended the University of Phoenix majoring in accounting. She ran her own accounting practice in the mid-2000s. She worked in the private industry for a few years before returning to public accounting in 2016. She become an Enrolled Agent in March 2017 and earned the designation of Certified Tax Resolution Specialist in November 2018. Her passion is tax problem resolution. She is a Senior Tax Accountant with Hunter Associates Tax Services, LLC in Williamsburg, VA and a VASEA board member. In her spare time, she enjoys crochet and spending time with her grandson.

    Participants earn up to 1.0 CE/CPE credits.

    Field of Study: Federal Tax Law Topics / Taxes
    Pre-Requisites: Basic knowledge of federal taxation in the U.S.
    Who Should Attend: CPAs, EAs, and other Tax Professionals
    Advanced Preparation: None
    Program Level: Basic
    Delivery Method: Group Internet Based
    IRS Program Number:  QSRNU-T-00599-23-O

    A personalized login will be sent to online registrants prior to the event.

    Registration Fees
    Members: $30
    Non-Members: $50

    Join VASEA for $90 and enjoy member rates at events all year long.

    Member Discount Eligibility
    Member pricing applies to NAEA and VASEA Members, Associates, and current VASEA Annual CE Pass holders, and their staff. Staff are only eligible for VASEA member rates if registration is paid for by a VASEA Member, Associate or current CE passholder.

    Group discounts at education functions are given to multiple attendees from a single firm when there is one payment for all registrations: 3‐5 attendees = 5% each; 6‐10 = 10%; 11 or more = 15%.

    Additional Administrative Fees 
    Please review your registration information for accuracy BEFORE completing payment.  A $25 administrative fee will be charged in all cases where the VASEA office is required to make edits to your registration for payment or CE credit, including inadvertently paying the non-member rate and requesting a refund, inaccurate PTIN entry, or misspelling your name. 

    Phone or Email Registration Options
    There is a $25 additional fee for registrations taken over the phone or via email.

    Refund Policy
    No refunds.  Substitutions are allowed if received 48-hours prior to the start of the webinar.  “No Shows” forfeit their fees.  All registrants receive a recording of the webinar whether or not they attend.

    Cancellation
    VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

    Complaint Resolution Policy
    For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

    Questions
    Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.

    • 10/26/2023
    • 8:30 AM - 4:30 PM
    • In-Person & Online Registration Options


    Thursday, October 26, 2023, 8:30 a.m. - 4:30 p.m.

    Online & In-Person

    Richmond, VA - exact location to be announced

    • Registration - coming soon
    • Schedule of Events - coming soon
    • Speakers
      • IRS Stakeholder Liaison, Cheryl Jackson
      • TAS (invited)
      • SSA (invited)
    • Cancellation Policy

© 2022 Virginia Society of Enrolled Agents  All rights reserved.
Virginia Society of Enrolled Agents is a 501(c)6 non-profit organization.
P.O. Box 2873, Mechanicsville, VA 23116 I Phone: (804) 723-5888 Disclaimers


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