From the August Accountant - Chapter News

Monday, August 08, 2016 11:41 AM | NCSA Website Admin (Administrator)

Has the hot weather gotten the best of you yet? NCSA is keeping it cool with great meetings across our state at our local chapters. Stay cool, September, cooler temperatures and the extended return due dates are coming up soon! Read on to see what our chapters have been doing and what is planned


The Burlington Chapter met Thursday, July 28th at Kimbers in Gibsonville. NCSA President Jim Holmes presided over the meeting and discussed his work with the National Society of Accountants and his recent trip to the Nationwide Tax Forum in Chicago.  Burlington chapter normally meets on the 4th Thursday of each month. For more information about the Burlington chapter contact Jim Holmes at

Cape Fear

The Cape Fear met on Monday, July 18th at Sammio’s in Fayetteville.  The chapter welcomed NCSA President Jim Holmes who installed chapter officers Glenn Murphy President, Michael Black Vice President, Marsha Wheeler Treasurer and Kris McLamb Secretary. The chapter meets the 1st Monday after the 15th each month. For more information, contact Marsha Wheeler at


The chapter met on Monday, July 25th at Magnolia 23 Restaurant in downtown Asheboro. NCDOR’s Jonetta Appling spoke to the large at- tendance of 29 about the changes to the NC Sales Tax Law. To sum it up Jonetta said, “Always remember someone must pay the sa les tax.” The chapter will meet on Thursday, August 25th at Pinewood Country Club with Curt Lee on hand to discuss our Right to Practice and his work with NSA. Please note the change to Thursday for this one meeting. Central Chapter meets on the 4th Monday of each month.  For more information contact Kevin Robin- son at


The Charlotte Chapter met at Golden Corral in Matthews with 12 in attendance. Howard Michael of NCDES was on hand to update the mem- bers on changes in Employment Security law. The chapter will welcome NCSA and NSA Past President, and PTI Tax presenter Paul Bumgarner to the meeting on August 23rd again at Golden Corral in Matthews. The Charlotte Chapter normally meets on the 4th Thursday of each month.  For more infor- mation contact Louise Pistole at


The Eastern Chapter met on Tuesday, July 26th at H&R Block in Greenville. Tracy Stroud, Associate Attorney with Colombo, Kitchin, Dunn, Ball & Porter, LLP spoke to the chapter about the changes to the Fair Labor Standards Act and the expansion of overtime to so-called white collar sala- ried workers. The Eastern chapter meets on the 4th Tuesday each month at H&R Block in Greenville.  For more information contact Karen Spruill at


The Hickory Chapter held their annual cookout at Lake Hickory at the home of Ken and Coleene Cockrell at 2pm on Saturday, July 16, 2016. This was a great event that is the highlight of the chapter’s year. The Hickory Chapter normally meets the last Monday of eac h month.  For more infor- mation contact Susan Dale Moore at


The Piedmont Chapter met on Thursday, July 28th at Sagebrush in Kernersville. Chapter President and NCSA Past President David Hooker discussed the QAR Program and the SSARS 21 regulations as well as the Chapter Bylaws.  Piedmont Chapter normally meets on the last Thursday of each month.  For more information, contact David L. Hooker at


The Raleigh Chapter met on Tuesday, July 26th at Manchesters. NCSA Past President Stephen Metelits spoke on “Line 9: Dividends and Capital Gain Distributions” continuing the 1040 Line by Line series. The Raleigh Chapter meets on the 4th Tuesday of each month.  For more infor- mation contact Stephen Metelits at


The Sandhills-Sanford Chapter met Thursday, July 28th at the Soup Company in Carthage. NCSA President Elect James Upton was on hand to install officers April Eads President, Mark Bouchier Vice-president, Naomi Ulrich Treasurer, and Brenda Barger Secretary. The chapter discussed upcoming meetings and James Upton talked about NCSA and the necessity of member recruiting and supporting the QAR program. In addition, the members had a roundtable of tax and accounting topics. The details of the next meeting will be announced.  For more information, contact Gaye Saun- ders at


The Western Chapter met on Tuesday, July 26th at Gondolier Restaurant in Oteen. Karen Bargsley with NCDOR was on hand to discuss the latest Sales Tax Changes. Western Chapter normally meets the 4th Tuesday of each month. For more information contact Beth Evans at


The Wilmington Chapter met on Monday, July 25th at McAllister’s Deli on College Rd in Wilmington. Fran Greene and Dana Cooper ADP Representatives spoke on “Business Tax Planning: When Substance Trumps Form.” Contact Chapter President Susan Corliss Bland f or more information at

We cannot compile this report without your information. If you have news of your chapter or its mem- bers including photos or interesting things that happened at your chapter meeting please email James Upton at  or call (336) 873-7690.

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