Chapter Meetings Notice:
**Please be sure to RSVP if you plan to attend a chapter meeting. Space is limited for each meeting.**
A chapter dinner meeting with one hour of CE, is generally held on the third Wednesday of each month. Dinner meetings are usually held at Vinny’s Italian Grill, 11105 Leavells Road, Fredericksburg, VA 22407. They usually start with a get together at 6:30 p.m., dinner at 7:00 p.m. and the speaker at 7:30 p.m.
Next Meeting In-person: May 26, 2021
Location: Paradise Diner, 260 Warrenton Rd (Rte. 17), Fredericksburg, VA 22405
Time: 6:30 PM
Topic: High Income Taxpayers: QSRNU-T-0048-21-I
This course provides continuing professional education (CPE) to enhance competence in preparation of tax returns. The study material discusses tax issues generally specific to high income taxpayers. Topics include alternative minimum tax, employee stock options, donating stock to charity, backdoor Roth IRA contributions, and portability of the deceased spousal unused exclusion (DSUE) election.
Speaker: Gerald Machek, EA
Gerald J Machek, EA is currently an Enrolled Agent with Redman/Bruce Accounting and Tax Services LLC I Louisa, VA. He has worked with several CPA firms in the past as well as formerly a Master Tax Advisor for Block Advisors in Fredericksburg VA. He currently serves as Education Chair of the Fredericksburg Chapter of VASEA. He has a Bachelor’s Degree from the University of Scranton and a Master’s Degree from Rutgers the State University. He became and enrolled agent in 2005. He has taught seminars before is local chapter and taught at the 2014 NATP Virginia State Convention. He has been in practice since January 1987.
CE: 1
RSVP here by Tuesday, May 25, 2021 to give head count to restaurant.
For more information please contact fredchaptvasea@gmail.com.
Cost: Each dinner is $30
Non-members may purchase tokens here to receive CE for this course: https://vasea.org/ce-credits-for-non-members/
If you know anyone that would benefit from this meeting please invite them to RSVP to this email address: fredchaptvasea@gmail.com
CE Credit 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.
CE Credits for Non-Members can be purchased here.
If you are interested in presenting a tax topic for continuing education credit to the Fredericksburg Chapter, please click here for the “Call for Speakers” form.
We now have 2 different Facebook sites:
Closed group: https://www.facebook.com/groups/FredChapterVaSEA/
Page (open for all) : https://www.facebook.com/pages/Fredericksburg-Chapter-Virginia-Society-of-Enrolled-Agents/541205009325760
These pages/groups are a great way to interact outside of meetings, especially if you have a problem you need help with (on the closed group)
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Future Meeting dates for 2021:
These in-person meetings are subject to social distancing guidelines.
They may be cancelled, rescheduled or possible Zoom meetings.
June: No meeting –VASEA Spring Seminar
July 21
August 18
September 15
October 20
November 17
December 15- Holiday Gathering- NO CE
