The Hampton Roads Chapter holds 6 meetings a year with CE. It is usually held on the third Wednesday of the month except May. The breakfast meetings begin at 7:30 a.m. and are held at the Doubletree Inn Norfolk Airport, 1500 N. Military Hwy., Norfolk, VA 23502.
Date: November 20th, 2019
(Please note that the September meeting has been postponed to the date above. If you have already paid for this meeting, please contact Barbara Roe email@example.com to make arrangements for how you want your payment applied.)
Time: Breakfast at 7:30 AM; Presentation starts at 8:00 AM
Location: Doubletree Inn, 1500 N. Military Highway, Norfolk, VA 23502
– Look for our sign past the Reservation Desk in the Main Lobby
Topic: Pensions for Small Businesses
This intermediate course will explore various retirement solutions for small businesses and their related tax implications. Participants will recognize the key differences between IRA based plans, Defined Contribution plans, and Defined Benefit plans. Particular emphasis will be given to the Payroll Deduction IRA, SEP, and SIMPLE IRA plan. Brief attention will be given to compliance requirements for the employer including IRS, DOL, and PBGC reporting requirements. Form 5500 series as well as available penalty relief will be discussed.
Speaker: L. Knox Wimberly, EA
Knox is an Enrolled Agent. He earned the privilege of representing taxpayers before the Internal Revenue Service passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled agent status is the highest credential the IRS awards. Knox is considered one of America’s Tax Experts having taught practitioners all over the country. Knox’s areas of expertise include the taxation of clergy, cryptocurrency, cannabis, foreign earned income, estates (especially on the 1041 ﬁduciary return), S corporations, and trusts. His practice also includes tax resolution and he is a Fellow of the National Tax Practice Institute. Knox currently serves as the Chief Tax Oﬃcer for Happy Tax (a national tax franchisor). He is also the Tax Director for cryptotaxprep.com, cryptotaxacademy.com, and cannabistaxacademy.com.
Credit hours: 2 CEs This presentation provides two (2) hours of continuing education for the IRS and NAEA.
COST: $45 for members and $55 for non-members if you pre-register no later than July 12, 2019. prior to the deadline. If you register after July 12, 2019, there will be an additional $10 charge.
Bring your business cards for the drawing for a free breakfast at our next meeting.
PLEASE MAKE YOUR RESERVATION BY FRIDAY, PRIOR TO THE EVENT TO BARBARA ROE BY:
- Sending an EMAIL TO firstname.lastname@example.org. Please include the name of the people attending the meeting in the email.
- Mailing a check made payable to HRC/VASEA, C/O Barbara Roe, 11838 Rock Landing Drive, Suite 230, Newport News, VA 23606. On the check, please note the names of the people who are attending.
NOTE: If you choose to RSVP by email, bring your check and pay when you sign in at the meeting.
**** There will be an additional $5 charge if we have to bill you because you did not pay at the meeting! ****
****Anyone who makes a reservation and does not attend or cancel his or her reservation is expected to pay for the meeting. You WILL be billed for it. ****
REMEMBER TO BRING YOUR PTIN: To receive CPE credit, you must supply your PTIN. Please use your complete name as it appears on your PTIN.
PLEASE NOTE: If you are paying with a company check, please write your full name on the check.
Future Meetings and Events:
November 21-22, 2019 (Williamsburg) & December 9-10, 2019 (Springfield) — 2019 Federal Update Seminars (16 hours CE).
December 11, 2019 — 2 hour Virginia update with representatives from the local Commissioner of Revenue offices.
Call for Speakers
If you are interested in presenting a tax topic for continuing education credit to the Hampton Roads Chapter, please click here for the “Call for Speakers” form.
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.
Chapter Email List Subscription
If you wish to be added to the Hampton Roads Chapter email list to receive info on chapter meetings and events, please send a message to: email@example.com