Chapter Meetings Notice for 2022
**Please be sure to RSVP if you plan to attend a chapter meeting or holiday event, as space is limited.**
Breakfast meeting times and locations will be announced in advance. Please visit the HRC webpage at HRC/VASEA.org.
Next Meeting: May 25, 2022
Time: 12:00 p.m. – 1:00 p.m.
Topic: Final Individual and Fiduciary Returns for a Deceased Taxpayer
Death is a part of life. At some point, most tax preparers will need to prepare final returns for a taxpayer, as well as fiduciary returns for the taxpayer’s estate and/or trust. This webinar provides an overview of how to determine what tax returns need to be filed, what information needs to be collected, and how income should be reported and allocated between the different returns. The presentation will emphasize estates but will also briefly discuss the use of living or revocable trusts as will substitutes.
Program Number: QSRNU-T-00543-22-O
Delivery Method: Zoom (Please RSVP to info@hrcvasea.org by May 23rd to receive an invitation to the Zoom meeting.)
*Please note our new email address info@hrcvasea.org; HRC’s Gmail will be deactivated on July 1st.
CE credit: 1
Cost: Free
Speaker: Carol May, EA
Carol May is an Enrolled Agent and Certified Financial PlannerTM at Wesling Financial Planning Services, a fee-only financial planning firm serving both hourly and retainer-based clients. Carol provides services in tax preparation and planning, as well as retirement, estate, investment, and insurance planning. She has a particular interest and expertise in trust and estate taxation. Carol serves on the Board of Directors for the Virginia Society of Enrolled Agents and as education chair for the Northern Virginia chapter. Carol is a NTPI Fellow and represents clients in front of the IRS and state taxing authorities. In her prior career, Carol served over 30 years as a government contractor, performing scientific work and managing complex physics and software development programs. She earned her BS in Engineering Science and Mechanics from Virginia Tech, MS in Mechanical Engineering from Stanford University, and completed a post-graduate fellowship in computational fluid dynamics in Göttingen, Germany.
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REMEMBER TO Provide YOUR PTIN: To receive CPE credit, you must supply your PTIN. Please use your complete name as it appears on your PTIN.
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.
CE Credits for Non-Members can be purchased here.
Chapter Website
The HRC website is up and running at www.hrcvasea.org . If you would like your name and contact information included on the website, please email Mary Kelly, EA with your information at kelly@eataxexperts.com
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: hrc.vasea@gmail.com
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Future Meeting dates for 2022:
Any meetings are subject to change; they may be cancelled, rescheduled, or held virtually.
July 16, 2022: Christmas in July (Social)
Saturday, July 16, 2022
Fort Monroe, Pavilion #3
Time: 2:00p.m. – 7:00 p.m.
RSVP DATE: JUNE 16, 2022
Click this link for more information: Christmas in July Fort Monroe
