A monthly breakfast meeting, with CE, is usually held on the third Wednesday of each 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. They do not have a breakfast meeting in May, but instead, hold a four-hour seminar on a Saturday in mid-May. **Please note in addition to this month’s monthly breakfast meeting the Chapter is holding our First Annual After-Extensions Peninsula Mixer**
Date: October 18
Time: 7:30 am
Location: Doubletree Inn Norfolk Airport, 1500 N. Military Hwy., Norfolk, VA 23502
CE Credit: 1
Presentation: Foreign Earned Income Exclusion & Other Things International. This presentation will provide a basic overview of IRC 911 Foreign Earned Income Exclusion covering who can and cannot take advantage of the exclusion, is it always the best option, and some often overlooked nuances to completing Form 2555. Form 2555 will be following by a quick review of other forms that may need to be filed by Americans working or living abroad.
Speaker: Mary Beth Lougen EA USTCP is the President of American Expat Tax Services, a niche tax firm specializing in tax preparation and compliance resolution for taxpayers with international situations and Chief Operating Officer of Expat Tax Tools, Inc., an up and coming international tax software company that offers the Form 8621 Calculator. Her firm has the only commercially available software to prepare Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund.
Mary Beth has over 37 years of US Income Tax experience, working both in the United States and in Canada. Being a dual Canadian/ US citizen who lived on both sides of the border, she has personally dealt with the rigors of tax filing as a US Expat. Beth is uniquely in tune with the challenges and concerns faced by both the clients and the tax professional community enlisted to prepare international tax returns.
Mary Beth carries the Enrolled Agent designation which is the highest credential awarded by the IRS. Enrolled Agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights in front of the IRS. She is also one of only 250 United States Tax Court Practitioners in the world, and has earned the right to represent taxpayers in the U.S. Tax Court with the same standing as an attorney by passing the equivalent of a 4 hour bar exam that includes a large section of substantive federal tax law.
She has been published by Bloomberg BNA and the CCH Journal of Tax Practice and Procedure. She has mentored others studying for the US Tax Court exam, worked as part of the standard setting and question writing groups for the Special Enrollment Exam. In her spare time, she is currently attending the University of San Francisco School of Law completing her Masters of Legal Studies in Taxation.
PLEASE MAKE YOUR RESERVATION NO LATER THAN OCTOBER 13TH TO ROGER LADD. If you RSVP after October 13, there will be an additional $5 late RSVP charge. You can RSVP by:
- Sending an email to email@example.com Please include the name of the people attending the meeting in the email.
- Mailing a check made payable to HRC/VASEA, 4403 Portsmouth Blvd, Portsmouth, VA 23701. On the check, please note the names of the people who are attending.
NOTE: If you choose to send an email, bring your check and pay when you sign in at the meeting, but please contact Roger by the due date to make your reservation so that a breakfast count can be provided to the hotel!
****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. ****
A $5.00 late fee will be charged on all reservations received after the due date.
AND DON’T MISS….
The Hampton Roads Chapter’s First Annual After-Extensions Peninsula Mixer
Date: October 19
Time: 5:00-7:00 pm.
Location: Malvin, Riggins and Company, 725 City Center Hall, Suite 200, Newport News, VA 23606
5:00-6:00 pm Please join us for complimentary wine and light hors d’oeuvres and meet with other EAs from Hampton Roads, Gloucester, and Williamsburg areas. Bring your business cards for networking. We want to introduce you to each other and to what your local chapter of Enrolled Agents can offer you and your business. This is a time to relax together after the end of (most) of our extensions, sip some wine, nibble on some snacks, share “how would you have handled this” stories, ask “who has experience with……”, and laugh together about “nice try” attempts by clients. Hear exciting announcements about what the Chapter is doing in 2018.
6:00-7:00pm Stay for the Free CE!
Presentation: Serving Those Who Serve. The military community is a unique culture, with its own jargon and its own lifestyle. Many aspects of this lifestyle feel foreign to the average preparer. Because of that, many deductions, credits, and protections are lost for the men and women who have chosen to devote their lives to keeping this country safe. This instructor-led course will guide the tax preparer through the 1040 form, from Filing Status to Signature, explaining how portions of the Tax Code, Tax Laws, Revenue Rulings, and Rev Procs, have made provisions for the military taxpayer, highlighting how the military life affects the tax return, explaining deductions and protections that the military member may (or may NOT) be entitled to, and helping the practitioner prepare a more accurate tax return for their military client.
Speaker Bio: Judy Gilmer, EA, USTCP is a self-employed practitioner in the Hampton Roads area of VA, specializing in Individual Tax Returns, Small Businesses, and Representation, with a niche for issues related to Military and Other State Returns. She has a Bachelor’s degree in Chemical Engineering with a minor in Vocal Performance. She was a military spouse for over 23 years. She won several awards while managing Military VITA sites for 12 years in South Korea, New Mexico, and Los Angeles. She has taught the Military VITA classes for 9 years in NM, CA, and here in VA. Judy has been an Enrolled Agent since 2002, graduated as a Fellow from National Tax Practitioner Institute in 2010, and was admitted in 2013 as a non-attorney to practice in the US Tax Court.
Please RSVP by Oct 17 to firstname.lastname@example.org
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.
General Chapter Meeting Info:
Effective with the January 2017 meeting, the cost of breakfast and 1 hour of Continuing Education increased to $21.00 for members. The non-member price increased to $26. The cost we are being charged for breakfast has increased.
The cost of the Meal Deal will increase to $105 for six meals. You get six meals for the price of five.
For those of you who may not be familiar with the Meal Deal, it is a “use it or lose it” opportunity for members only. It cannot be shared with or transferred to another member. It does not include the May seminar. Send payment to Roger Ladd at the above address or bring a check to the next meeting.
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