A breakfast meeting, with one hour of CPE, is generally held on the second Thursday of each month except April. The breakfast meetings begin at 7:30 a.m. and are held at the
6200 West Club Lane
Date: January 10, 2019
Topic: Navigating Through the World of Employee Stock Benefits. Program will include a discussion of the differences and time lines between qualified and nonqualified stock option plans. Looking at specific examples from local companies such as Altria, DuPont, Capital One, Anthem, and Microsoft as to the types of benefits they offer to employees and how they are taxed and reported by both employer and employee. We will review a detail analysis of Schedule D.
Speaker: Marlyn Jones is President of Jones and Roberts Accounting and Financial, LLC. Marlyn received her B.S. degree from Sanford University and her graduate accounting degree from VCU. Currently she is a business owner, business consultant and tax preparer. Her current practice includes churches, real estate developers, small business and trust and estate work. Prior experience includes H&R Block Southside Manager, corporate accounting and payroll specialist.
Current credentials and licenses include CPA, EA, licensed financial planner with Series 6, 7, 63 and Life and Health Licenses.
She is married to Jim Hankins with a combined family of 7 children, 20 grandchildren, and 2 great grandchildren. When not glued to her computer screen she loves to play tennis, garden, and travel, especially to the beach.
Please RSVP by the Monday prior to the meeting to email@example.com. The cost to attend the meeting is $20.
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.
As an alternative to CE Tokens, consider becoming a member. Visit www.vasea.org and click on Join NAEA/VASEA for details including member benefits and costs. If you are not an EA, you may join as an Associate Member.
If you are interested in presenting a tax topic for continuing education credit to the Richmond Chapter, please click here for the “Call for Speakers” form.