North Carolina Society of Accountants, Inc. Local Chapter News

Did you survive tax season?

NCSA Website Manager — Wed, 27 Apr 2022 19:32:10 GMT

What did you do to get through the 2022 tax season? What were some of your struggles? What help or support do you need?

What is your chapter doing?

NCSA Website Manager — Sat, 19 Jun 2021 22:58:05 GMT

Has your chapter resumed face-to-face meetings? What are you doing to engage with your members? Have you gained any new members? What can our organization do to support your chapter?

Raleigh Chapter - Fixing Depreciation Errors

NCSA Website Admin — Thu, 24 Aug 2017 20:21:46 GMT

President Stephen Metelits called the meeting to order at 6:30 Pm. After the minutes and treasurer's report were approved, announcements were made regarding upcoming events.

Following dinner, Larry Grossman presented "Fixing Depreciation Errors" with some very helpful member participation forms, Form 3115 and examples of the Supporting Statement to the Form 3115, making it easy to follow the line by line instruction of Form 3115. After the Q & A, and having no further business, the meeting was adjourned at 8:12 pm.

Next meeting: September 26, 2017
Speaker: Ronald D. Powell
Location: Manchester's Grill, 9101 Leesville Road, Raleigh NC
Time: 6:30 PM
Topic: Circular 230 and Your Continuing Education Requirements

Eastern Chapter - NC Sales Tax Presentation

NCSA Website Admin — Thu, 24 Aug 2017 13:36:36 GMT

Karen Spruill, President of the NCSA Eastern Chapter, forwarded this NC Sales Tax Powerpoint presentation given by Janice Davidson of the NCDOR at their recent meeting. Click here for the file.

CHAPTER NEWS - AUGUST MTG DATES

NCSA Website Admin — Mon, 14 Aug 2017 20:47:09 GMT

Chapter News

Fall is just around the corner I hope that you all have been able to get in some rest and relaxation since April 18th! If you are like me we never get a break or so it seems. “Your mind will answer most questions if you learn to relax and wait for the answer.” ~ William S. Burroughs

Burlington

The Burlington chapter will meet on August 24, 2017 Kimbers Restaurant in Gibsonville. Past President, Ronald D. Powell will be speaking on Practitioner’s Due Diligence. For more information about the Burlington chapter contact Jim Holmes at jholmes.acct@yahoo.com

Cape Fear

The Cape Fear Chapter will meet on Monday, August 21, 2017 at 6:30pm at The Brass Lantern in Dunn, NC. Guido van der Hoven will be speaking on Taxing Timber Issues. President, James P. Upton, III will be speaking in September, topic TBD. Cape Fear Chapter meets on the 1st Monday after the 15th of each month. For more information contact Marsha Wheeler at mwheeler14@nc.rr.com

Central

The Central Chapter will meet on Monday, August 28, 2017 at 6:00pm at Sagebrush in Asheboro. Julie McNeill will be speaking with us about Payroll requirements for the preparer and business owners. Central Chapter meets on the 4th Monday of each month. For more information contact Kevin Robinson at kevrob@triad.rr.com

Charlotte

The Charlotte Chapter will meet Thursday, August 24th at Golden Corral in Matthews. Bill Belchee will be speaking on Practice Management. Coming up on September 21st Lisa Wallace will be speaking on Social Security Administration. The Charlotte Chapter meets the 4th Thursday each month. For more information contact Trina Stahl at trina@jensehayes.com

Eastern

The Eastern Chapter will meet on Tuesday, August 22, 2017 at 6:00pm at H&R Block in Greenville, NC. Janice Davidson, Assistant Director of Sales and Use Tax Division of North Carolina Department of Revenue will be speaking on Sales and Use Tax updates. The Eastern Chapter meets the 4th Tuesday each month. For more information contact Karen Spruill at Karen.spruill@hrblock.com

Hickory

The Hickory Chapter will meet on Monday, August 28, 2017 at 6:00pm at O’Charley’s. Denise Hammond will be speaking on information from the Carolina’s Tax Forum recently held in Charlotte. Hickory Chapter meets the last Monday of each month. For more information contact Susan Dale Moore at susan@dalesaccounting.com

Piedmont

The Piedmont Chapter meet Thursday, August 31, 2017 at Hickory Tavern in Winston-Salem. Past President Ronald D. Powell will be speaking on Practitioner’s Due Diligence. Piedmont Chapter meets on the last Thursday of each month. For more information contact David Hooker at dlhacct@triad.rr.com

Raleigh

The Raleigh Chapter will meet on Tuesday, August 22, 2017 at Manchester’s Bar & Grill in Raleigh. The chapter’s own Larry Grossman will be speaking on Missing or Incorrect Depreciation and What to Do about It. Past President Ronald D. Powell will be speaking in September, topic TBD. The Raleigh Chapter normally meets on the 4th Tuesday of each month. For more information contact Stephen Metelits at metelits@usa.net

Sandhills/Sanford

The Sandhills Chapter will meet on Tuesday, August 29, 2017, location TBD. President, James P. Upton, III will be speaking on Installment Agreements. The Sandhills/Sanford Chapter meets the last Thursday each month. For more information contact April Eads at angelicape@aol.com

Western

The Western Chapter will meet on Tuesday, August 29, 2017 at Gondolier Restaurant in Asheville. Past President Ronald Powell will be speaking on Practitioner’s Due Diligence. The Western Chapter meets the 4th Tuesday of each month. For more information contact Beth Evans at beth.evans@precisionacct.com

Wilmington

The Wilmington Chapter will meet on Monday, August 28, 2017 at McAllisters Deli. John Maron from the NC Secretary of State will be speaking on Securities Fraud. The Wilmington Chapter meets the last Monday of each month. For more information contact Susan Corliss-Bland at susan@intrstar.net

TELL THE ACCOUNTANT WHAT IS HAPPENING IN YOUR CHAPTER. E-MAIL NEWS

TO: jawmcneill@gmail.com OR FAX TO 336-873-7650.

From the August Accountant - Chapter News

NCSA Website Admin — Mon, 08 Aug 2016 15:41:37 GMT

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

Burlington

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 jholmes.acct@yahoo.com

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 mwheeler14@nc.rr.com

Central

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 kevrob@triad.rr.com

Charlotte

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 pistole9@windstream.net

Eastern

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 karen.spruill@hrblock.com

Hickory

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 susan@dalesaccounting.com

Piedmont

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 dlhacct@triad.rr.com

Raleigh

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 metelits@usa.net

Sandhills-Sanford

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 gaye@saundersaccounting.org

Western

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 Beth.evans@precisionacct.com

Wilmington

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 susan@intrstar.net

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 jamesupton@rtmc.net or call (336) 873-7690.

From the July ACCOUNTANT

NCSA Website Admin — Wed, 13 Jul 2016 17:16:08 GMT

Chapter News

Our society has started a new fiscal year with some new officers and some new directors; many of our chapters also have elected new officers. As we start again, it would great to take a fresh look at NCSA and what we can offer you our members. One of the best things about NCSA is our networking opportunities which begin at our chapters. How long has it been since you attended your chapter meeting? Read on to see what our chapters have been up to and make time this month to be a part of the activities yourself!

Burlington

The Burlington Chapter did not meet in June. The chapter congratulates its member and new NCSA President Jim Holmes on this his second term in office! Burlington chapter normally meets on the 4th Thursday of each month. For more information about the Burlington chapter contact Jim Holmes at jholmes.acct@yahoo.com

Cape Fear

The Cape Fear Chapter met on Monday, June 20th at Sammio’s in Fayetteville. The meeting was a planning session, election of officers, and a discussion of officer responsibilities and duties. The chapter meets the 1st Monday after the 15th each month. For more information, contact Marsha Wheeler at mwheeler14@nc.rr.com

Central

The chapter met on Monday, June 27th at Sagebrush in Asheboro. David Hooker spoke on SSARS 21 and Engagement Letters. The chapter will have a meeting with NCDOR’s Jonetta Appling tentatively scheduled to speak on Monday, July 25th at Magnolia 23 in Asheboro, please note the new location for this meeting. Central Chapter meets on the 4th Monday of each month. For more information contact Kevin Robinson at kevrob@triad.rr.com

Charlotte

The Charlotte Chapter met at Captain Steve’s on Tuesday, June 28th. Karen Bargsley with NCDOR spoke on the new sales tax regulations. The chapter will meet again on Tuesday June 26th with Howard Michael of NCDES speaking on changes in Employment Security. The Charlotte Chapter normally meets on the 4th Thursday of each month. For more information contact Louise Pistole at pistole9@windstream.net

Eastern

The Eastern Chapter met on Tuesday, June 28th at H&R Block in Greenville. Jim Holmes spoke on NC Probate and Simple Estates. The Eastern chapter meets on the 4th Tuesday each month at H&R Block in Greenville. For more information contact Karen Spruill at karen.spruill@hrblock.com

Hickory

The Hickory Chapter will hold their annual cookout at Lake Hickory at the home of Ken and Coleene Cockrell at 2pm on Saturday, July 16, 2016. This is a great event that is the highlight of the chapter’s year. The Hickory Chapter normally meets the last Monday of each month. For more information contact Susan Dale Moore at susan@dalesaccounting.com

Piedmont

The Piedmont Chapter met on Thursday, June 30th at Sagebrush in Kernersville. Eugenia Tabon of IRS was the speaker of the hour giving some timely updates from IRS. Piedmont Chapter normally meets on the last Thursday of each month. For more information contact Carol Smith at clstaxes@bellsouth.net

Raleigh

The Raleigh Chapter met on Tuesday, June 26th at Manchesters. Larry Grossman continued the 1040 Line by Line Series, with “Line 8: Interest is Interesting”. Next month on July 28th Stephen Metelits will speak on “Line 9: Dividends and Capital Gain Distributions”. The Raleigh Chapter meets on the 4th Tuesday of each month. For more information contact Stephen Metelits at metelits@usa.net

Sandhills-Sanford

The Sandhills-Sanford Chapter did not meet in June. The details of the next meeting will be announced. For more information, contact Gaye Saunders at gaye@saundersaccounting.org

Western

Western Chapter normally meets the 4th Tuesday of each month. For more information contact Beth Evans at

Beth.evans@precisionacct.com

Wilmington

The Wilmington Chapter met on Monday, June 27th at McAllister’s Deli. Lauren Benbow of NC Secretary of State Investor Education division was on hand to discuss investment fraud. The chapter will meet again on Monday, July 25th with ADP Representatives speaking on “Business Tax Planning: When Substance Trumps Form”. Contact Chapter President Susan Corliss Bland for more information at susan@intrstar.net

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

Local Chapter News

NCSA Website Admin — Fri, 10 Jun 2016 16:14:24 GMT

Chapter News

2016 is a fast moving year indeed, with Convention, Leadership Day, and then the Education Season coming quickly. NCSA chapters are moving quickly also with chapter elections, great meetings with information and fellowship. Have you attend-ed your local chapter lately? Are you curious about what happens at our chapter meetings? Take time out to attend this month! For now, read on to see what has been happening across our state.

Burlington

The Burlington Chapter met Tuesday May 24 for a dinner meeting at Kimbers Restaurant in Gibsonville. The meeting was a roundtable discussion of various member issues. Burlington chapter normally meets on the 4th Thursday of each month. For more information about the Burlington chapter contact Jim Holmes at jholmes.acct@yahoo.com

Cape Fear

The Cape Fear met on Monday May 16th at the Brass Lantern in Dunn with James Upton giving an After Season Roundup of Tax Issues presentation. The next meeting will be held June 20th with location to be announced. In other news Cheryl Hudson and Merry Arnett announced their resignations from chapter offices and the chapter is actively seeking volunteers. The chapter meets the 1st Monday after the 15th each month. For more information contact Merry Arnett at mparnett@embarqmail.com

Central

The chapter met on Monday May 23rd at Sagebrush at 6pm with James Upton giving an After Season Roundup of Tax Issues presentation. Topics covered included Hobby Losses, Additional Tax Credit for LLC Annual Report Fee paid by NC S-Corps, UPE-Unreimbursed Partner Expenses, and when to obtain a new EIN. The next meeting will feature David Hooker speaking on Engagement Letters. Central Chapter meets on the 4th Mon-day of each month. For more information contact Kevin Robinson at kevrob@triad.rr.com

Charlotte

The Charlotte Chapter met at Captain Steve’s on Tuesday May 24th. The chapter meeting scheduled was to include a presentation by David Hooker, but due to a low number responding and David’s long travel time that meeting will be rescheduled. The Charlotte Chapter normally meets on the 4th Thursday of each month. For more information contact Louise Pistole at pistole9@windstream.net

Eastern

The Eastern Chapter met on May 24th at H&R Block in Greenville. Ron Powell spoke on Surviving an IRS Audit. The Eastern chapter meets on the 4th Tuesday each month at H&R Block in Greenville. For more information contact Karen Spruill at karen.spruill@hrblock.com

Hickory

The Hickory Chapter met on Wednesday May 25th at Abingdon Glen Village. Jim Holmes was on hand to speak on NC Probate and Simple Estate Administration. Upcoming: The Hickory Chapter will be planning their annual cookout at Lake Hickory soon; details will be announced. The Hickory Chapter normally meets the last Monday of each month. For more information contact Susan Dale Moore at susan@dalesaccounting.com

Piedmont

The Piedmont Chapter held its annual Scholarship Fundraiser and Cookout at 4th of July Park in Kernersville on Thursday May 26th. The Pied-mont Chapter has a history of supporting the NCSA Scholarship Foundation, especially in memory of Steve Pace. Piedmont Chapter normally meets on the last Thursday of each month. For more information contact Carol Smith at clstaxes@bellsouth.net

Raleigh

The Raleigh Chapter met on Tuesday May 24th at Manchesters. Larry Grossman continued his 1040 Line by Line Series as well as addressed the chapter on recruiting new members and presented a recruiting plan to achieve results. The Raleigh Chapter meets on the 4th Tuesday of each month. For more information contact Stephen Metelits at metelits@usa.net

Sandhills-Sanford

The Sandhills-Sanford Chapter met Thursday May 26th at Valenti’s Italian in Vass. Gary Briggs with Moore County Tax Department spoke on Business Personal Property Tax Listings. The details of the next meeting will be announced. For more information, contact Gaye Saunders at gaye@saundersaccounting.org

Western

Western Chapter normally meets the 4th Tuesday of each month. For more information contact Beth Evans at Beth.evans@precisionacct.com

Wilmington

The Wilmington Chapter met on Monday May 23rd at McAllisters Deli. Ron Powell was on hand to speak on Circular 230 and Continuing Education Requirements. Contact Chapter President Marie Izzo for more information at marie@mpwcpas.com

We cannot compile this report without your information. If you have news of your chapter or its members includ-ing photos or interesting things that happened at your chapter meeting please email James Upton at jamesupton@rtmc.net

Local Chapter News

NCSA Website Admin — Sat, 10 Oct 2015 20:58:22 GMT

Find out what happened last month and what's about to happen this month with the latest chapter news.

October is typically the conclusion of the tax season (finally!!!), now its on to the education season and taking time for fa mily. Don’t forget your chapter meetings as you start planning education and CE before year end, our chapters host speakers with great topics monthly. Enjoy the cooler weather and fall activities, and remember that your organization is the place for networking and education to support your accounting career!

Burlington

The Burlington Chapter met on Thursday September 24, 2015 at 6:30 p.m. at Kimbers Restaurant in Gibsonville. Wehad no Speak er Program this month so we had fellowship and discussion. President Jim Holmes gave us a handout on the Affordable Care Act Advanced P remium Credit and a Thomson Reuters Checkpoint handout on the Projected 2016 Inflation-Adjusted Tax Brackets and Other Key Figures. He also gave us a report on the most recent meeting of the National Society of Accountants Federal Taxation Committee, of which he has been a member for several years. Our next meeting will be onThursday, October 22, 2015 at 6:30 p.m. at Kimbers Restaurant in Gibsonville. Lauren Benbow from the North Carolina Secretary of State office will be our Guest Speaker. The Burlington chapter normally meets on the 4th Thursday of each month . For more information about the Burlington chapter contact Jim Holmes at jholmes.acct@yahoo.com

Cape Fear

The Cape Fear chapter met on Monday, September 21 at The Brass Lantern in Dunn. Chapter Promotions Chair Marsha Wheeler and Board Member James Upton spoke on NCSA, Our Chapters and Membership. Those in attendance were pleased when Marsha broke out a platter of her fa- mous brownies; we know there is a secret ingredient but Marsha is not telling! The chapter normally meets the 1st Monday after the 15th each month. For more information contact Merry Arnett at mparnett@embarqmail.com

Central

The Central Chapter met on Monday, September 28th at Sagebrush Steakhouse in Asheboro. NCSA and NSA Past President Paul Bumgarner, spoke on the ACA and Employers. Next month will feature a presentation by NC Secretary of State’s Annual Reports Supervisor Keith West on Monday, October 26th. Upcoming: Legislative Meeting at Pinewood CC inAsheboro with US Rep Renee Ellmers (R-NC 2)and other invited legislators. All NCSA members are welcome to attend, the cost is $25; please contact James Upton at jamesupton@rtmc.net for more information. Central Chapter meets on the 4th Monday of each month. For more information contact Kevin Robinson at kevrob@triad.rr.com

Charlotte

The Charlotte Chapter met on Thursday, September 17th at Captains Cove in Matthews. NSA Secretary-Treasurer Curt Lee was on hand to discuss the activities of the NCSA Legislative Committee, and the NSA Right to Practice Committee, both of which he has been a member for many years. The October meeting speaker will be announced. The Charlotte Chapter normally meets on the 4th Thursday of each month. For more information contact Louise Pistole at pistole9@windstream.net

Eastern

The Eastern Chapter met at H&R Block in Greenville. The meeting featured a presentation from Paul Bumgarner on ACA Mandates and Subsidies. The October meeting will be announced. The Eastern chapter meets on the 4th Tuesday each month at H&R Block in Greenville. For more information contact Karen Spruill at karen.spruill@hrblock.com

Hickory

The Hickory Chapter met on Monday, September 28th at O’Charley’s in Hickory. Lauren Benbow ofthe NC Secretary of State’s office spoke on Preventing Elder Fraud. The Hickory Chapter normally meets the last Monday of each month. For more information contact Susan Dale Moore at susan@dalesaccounting.com

Piedmont

The Piedmont Chapter met on Thursday, September 24th at Sagebrush Steakhouse in Kernersville. NCSA Past President David Hooker led a SSARS 21 Roundtable discussing the new standards effective in December. Piedmont Chapter normally meets on the last Thursday of each month. For more information contact Carol Smith at clstaxes@bellsouth.net

Raleigh

The Raleigh Chapter met Tuesday, September 22nd at Manchesters in North Raleigh. Lauren Benbow of the NC Secretary of State’s office spoke to the chapter on Preventing Elder Fraud. Details of the next meeting will be announced. The Raleigh Chapter meets on the 4th Tuesday of each month. For more information contact Stephen Metelits at metelits@usa.net

Sandhills-Sanford

The Sandhills-Sanford Chapter met on Thursday, September 24th at Hickory Tavern in Pinehurst. Lauren Benbow ofthe NC Secretary of State’s office spoke to the chapter on Preventing Elder Fraud. Thenext meeting will be on October 22nd at Bay Breeze in Sanford with NCSA Past Presi- dent Stephen Metelits speaking on the new Capitalization of Property and Repair Regulations. For more information contact Ga ye Saunders at gaye@saundersaccounting.org

Western

Western Chapter normally meets the 4th Tuesday of each month. For more information contact Beth Evans at precisionacct@mindspring.com.

Wilmington

The Wilmington Chapter met on Monday, September 28th at McAllisters Deli in Wilmington. Guido Van der Hoeven spoke on the new Capitalization and Repair Regulations. Contact Chapter President Marie Izzo for more information at marie@johnizzocpa.com

We cannot compile this report without your information. If you have news of your chapter or its members includ- ing photos or interesting things that happened at your chapter meeting please email James Upton at jamesupton@rtmc.net or call (336) 873-7690.

Chapter News from the ACCOUNTANT

NCSA Website Admin — Wed, 12 Aug 2015 19:49:49 GMT

Chapter News

Summer is passing us by. Soon kids will be headed back to school, and those calendar year corporate extensions will be due! As we look toward the education season that is gearing up don’t forget that your chapter meetings offer great topics each month. NCSA chapters are a great place to network, fellowship, and commiserate with your fellow colleagues. Take time out to attend a chapter meeting this month!

Burlington

The Burlington Chapter met on Thursday, July 23rd at Kimber’s in Gibsonville. Thirteen were in attendance for the meeting to hear NCSA Past President Stephen Metelits speak on the new Tangible Property Regulations. Next month the chapter will meet on August 27th again at Kimber’s with James Upton speaking on Health Savings Accounts. The Burlington chapter normally meets on the 4th Thursday of each month .For more information about the Burlington chapter contact Jim Holmes at jholmes.acct@yahoo.com

Cape Fear

The Cape Fear chapter met on Monday, July 20th at Sammio’s in Fayetteville. NCSA President Ron Powell spoke on How to Survive an IRS Audit. The chapter had a good attendance of 13. The chapter normally meets the 1^st Monday after the 15^th each month. For more information contact Merry Arnett at mparnett@embarqmail.com

Central

The Central Chapter held their monthly meeting on Monday, July 27th at Sagebrush Steakhouse in Asheboro. A double header with NCSA Past President David Rollins speaking on NCSA’s Website and Chapter Promotions Chair Marsha Wheeler speaking on ways to better promote our chapter. The 18 in attendance were treated to some of Marsha’s famous brownies. Next month will feature Greta Lint speaking on Social Media and Promoting your Practice. Central Chapter meets on the 4th Monday of each month. For more information contact Kevin Robinson at kevrob@triad.rr.com

Charlotte

The Charlotte Chapter met on Thursday, July 23rd at Captains Cove (was Captains Galley) in Matthews. One of the chapter’s own members NSA and NCSA Past President Paul Bumgarner spoke on How the ACA affects Employers to the 14 who attended. The chapter will meet next with IRS Senior Stakeholder Liaison Eugenia Tabon on August 27th. The Charlotte Chapter normally meets on the 4th Thursday of each month. For more information contact Louise Pistole at pistole9@windstream.net

Eastern

The Eastern Chapter met at H&R Block in Greenville. The chapter welcomed Marsha Wheeler, Chapter Promotions chair, she discussed ways to continue building the chapter and praised the efforts of the leaders and members there. Next month will feature a presentation from NCSA Past President J.R. Lawson speaking on Business Valuations. The Eastern chapter meets on the 4th Tuesday each month at H&R Block in Greenville. For more information contact Ronald Powell at ron@powellaccounting.com

Hickory

The Hickory Chapter met on Saturday, July 18th at the home of Ken & Coleene Cockrell on Lake Hickory. The meeting was the chapter’s annual cookout social and was enjoyed by all in attendance including NCSA President Ron Powell and wife Latefa. The Hickory Chapter normally meets the last Monday of each month. For more information contact Susan Dale Moore at susan@dalesaccounting.com

Piedmont

The Piedmont Chapter met on Thursday, July 30th at Sagebrush Steakhouse in Kernersville. NCSA Past President David Hooker spoke on In-Kind Contributions and the recent rulings and cases related to this issue. Piedmont Chapter normally meets on the last Thursday of each month. For more information contact Carol Smith at clstaxes@bellsouth.net

Raleigh

The Raleigh Chapter met Tuesday, July 28th at Manchesters in North Raleigh. Chapter Co-Vice President Larry Grossman related a small business story called Joes Hot Dogs. Next month NCSA Board Member Robert Pia and Curt Lee will explore in depth the workings of NCSA. The Raleigh Chapter meets on the 4th Tuesday of each month. For more information contact Stephen Metelits at metelits@usa.net

Sandhills-Sanford

The Sandhills-Sanford Chapter met on Thursday, July 23rd at Table on the Green in Pinehurst. NCSA President Ron Powell spoke on CPE Requirements for 1 hour of Ethics. NCSA Past President and Webmaster David Rollins also spoke and demonstrated the NCSA website and new updates. The chapter held its installation of officers and welcomed new President Gaye Saunders, new Secretary Marissa Santiago, and appointed Crystal Wambeke as Chapter Promotions Chair. The Sandhills-Sanford Chapter has a new Facebook page at https://www.facebook.com/NCSA.Sandhills. For more information contact Mark Bouchier at mbouchier@mabaccounting.net

Western

The Western Chapter met on Tuesday, July 28th at Gondolier Restaurant in Asheville. NCSA President Ron Powell spoke to the 17 in attendance on How to Survive an IRS Audit. The chapter will meet next on August 25th with location and speaker to be announced. For more information contact John McKinney at johnm@accuraaccounting.com.

Wilmington

The Wilmington Chapter met on Monday, July 27th at McAllister’s Deli in Wilmington .NCSA President Ron Powell installed officers and spoke on Surviving an IRS Audit. The chapter will meet again on August 24th with James Upton speaking on Rental Income Issues. Contact Chapter President Marie Izzo for more information at marie@johnizzocpa.com

Sandhills - Sanford Meeting Notice

NCSA Local Chapter Admin — Thu, 16 Jul 2015 15:12:01 GMT

6:00 PM Thursday, July 23, 2015

Speaker: Ron Powell, NCSA President - "How to survive an IRS audit"

Presentation of our new website for NCSA will be given by David Rollins - NCSA Website/Social Media Chairman

2205 Midland Drive
Pinehurst, NC 28374

Open to the public

Telephone: 910-295-4118 / 3240
Email: contact-us@tableonthegreen.com

Click on the map to get driving directions.

From the July ACCOUNTANT - LOCAL CHAPTER NEWS

NCSA Website Manager — Tue, 07 Jul 2015 13:30:21 GMT

Chapter News

NCSA has just welcomed a new President and is beginning a new year. Our chapters have also elected officers and will be holding installation ceremonies this month. If you feel out of the loop and would like to know more about what is going on in your chapter why don’t you take a moment to get active and see what is going on in your chapter. For now you can read the latest happenings here in The Accountant.

Burlington

The Burlington chapter normally meets on the 4th Thursday of each month. For more information about the Burlington chapter contact Jim Holmes at jholmes.acct@yahoo.com

Cape Fear

The Cape Fear chapter met on Monday, June 22nd at Sammio’s in Fayetteville. James Upton was on hand to speak on Form 9465 and Installment Payment Agreements. The chapter normally meets the 1st Monday after the 15th each month. For more information contact Merry Arnett at mparnett@embarqmail.com

Central

The Central Chapter held their monthly meeting on Monday, June 22ndat Sagebrush Steakhouse in Asheboro. Gray Cassell of the City of Kernersville spoke on IT Security and Data Breaches. Next month the chapter meeting will be a double header with NCSA Past President David Rollins speaking on NCSA’s Website and Chapter Promotions Chair Marsha Wheeler speaking on ways to better promote our chapter. The Central Chapter is also proud of Kevin Robinson newly elected to the NCSA Board. Central Chapter meets on the 4th Monday of each month. For more information contact Kevin Robinson at kevrob@triad.rr.com

Charlotte

The Charlotte Chapter met on Thursday, June 25th at Captains Cove (was Captains Galley) in Matthews. The chapter welcomed NCSA President Ron Powell as he spoke on Surviving an IRS Audit. The Charlotte Chapter normally meets on the 4th Thursday of each month. For more information contact Louise Pistole at pistole9@windstream.net

Eastern

The Eastern chapter meets on the 4th Tuesday each month at H&R Block in Greenville. For more information contact Ronald Powell at ron@powellaccounting.com

Hickory

The Hickory Chapter met on Monday, June 29th at O’Charley’s in Hickory. James Upton was on hand to speak on Form 9465 and Installment Payment Agreements. Upcoming: Hickory Chapter Cookout, details to be announced. The Hickory Chapter normally meets the last Monday of each month. For more information contact Susan Dale Moore at susan@dalesaccounting.com

Piedmont

The Piedmont Chapter did not meet in June due to scheduling conflicts with the annual convention and vacations. The next meeting will be on July 30th at Sagebrush in Kernersville. Piedmont Chapter normally meets on the last Thursday of each month. For more information contact Carol Smith at clstaxes@bellsouth.net

Raleigh

The Raleigh Chapter did not meet in June. The chapter did announce the following newly elected officers: Stephen Metelits-President, Dawn Hull-Vice President, Pam Lowrie-Secretary, and Robert Pia-Treasurer. The chapter also is proud of Paula Brown newly elected to the NCSA Board. The Raleigh Chapter meets on the 4th Tuesday of each month. For more information contact Stephen Metelits at metelits@usa.net

Sandhills-Sanford

The Sandhills-Sanford Chapter met on Thursday, June 25th at Table on the Green in Pinehurst. The meeting consisted of an election of officers. For more information contact Mark Bouchier at mbouchier@mabaccounting.net

Western

The Western Chapter did not meet in June. The next meeting will be on July 28th and include an installation of officers and a Form 1040 Schedule A presentation by NCSA President Ron Powell. For more information contact John McKinney at johnm@accuraaccounting.com.

Wilmington

The Wilmington Chapter met on Monday, June 22nd with eight in attendance to hear Chapter President Marie Izzo complete part II of Bookkeeping Essentials - The Things Accountants need to teach their clients. The next meeting will be held on Monday, July 27th with NCSA President Ron Powell installing officers and speaking on Surviving an IRS Audit. The Wilmington Chapter is also proud of Susan Corliss-Bland newly elected to the NCSA Board. Contact Chapter President Marie Izzo for more information at marie@johnizzocpa.com

Straight from "THE ACCOUNTANT"

NCSA Website Manager — Mon, 08 Jun 2015 16:27:45 GMT

Chapter News

As another NCSA year comes to a close, your chapters are electing new officers and will be conducting installations soon. What are you doing to spread the word about your society? When you attend CPE classes or other events do you share your positive experiences with NCSA? Do you take time to attend your chapter meeting? If not, why not start now; our chapters are the roots of the society and where the most interaction among members takes place. Read on to see what our chapters have been doing recently.

Burlington

The Burlington Chapter met on Thursday, May 28th at Kimbers in Gibsonville. Seven chapter members and two guests were present for a roundtable discussion led by chapter president James L. Holmes. Items discussed included the recent IRS Data Breach in the Get Transcript application. The Burlington chapter normally meets on the 4th Thursday of each month. For more information about the Burlington chapter contact Jim Holmes at jholmes.acct@yahoo.com

Cape Fear

The Cape Fear chapter met on Monday, May 18th at The Brass Lantern in Dunn with 19 in attendance. NCSA’s NSA State Director Curt Lee discussed our right to practice as Accountants in North Carolina. The chapter will meet next on June 22nd in Fayetteville with James Upton as the speaker. The chapter normally meets the 1st Monday after the 15th each month. For more information contact Merry Arnett at mparnett@embarqmail.com

Central

The Central Chapter held their monthly meeting on Monday, May 18th at Sagebrush Steakhouse with 18 in attendance. The meeting topic was part 2 of Technology for Today’s Accountant led by NCSA President Elect Ron Powell. The next meeting will be on June 22, 2015 with topic and speak-er to be announced. Central Chapter meets on the 4th Monday of each month. For more information contact Kevin Robinson atkevrob@triad.rr.com

Charlotte

The Charlotte Chapter met on Thursday, May 28th at Captains Galley in Matthews. The chapter welcomed IRS Tax Specialist Evette Davis who presented some IRS General Tax Updates, including Identity Theft, Offers in Compromise, and Employment Tax issues. The Charlotte Chapter normally meets on the 4th Thursday of each month. For more information contact Louise Pistole atpistole9@windstream.net

Eastern

The Eastern Chapter met on Tuesday, May 26th at H & R Block in Greenville. NCSA President Elect Ron Powell presented Part II of Technology for Today’s Accountant. The Eastern chapter meets on the 4th Tuesday each month. For more information contact Ronald Powell at ron@powellaccounting.com

Hickory

The Hickory Chapter met on Wednesday, May 27th at Abingdon Glen Village Clubhouse in Hickory. The speaker for this meeting was NSA and NCSA Past President Paul Bumgarner who led a presentation on How ACA affects Employers. The Hickory Chapter normally meets the last Mon-day of each month. For more information contact Susan Dale Moore atsusan@dalesaccounting.com

Piedmont

The Piedmont Chapter met on Thursday, May 28th for their annual Scholarship Fundraiser and Picnic at Fourth of July Park in Kernersville. NCSA President Elect Ron Powell was on hand to install new officers. The next meeting will be on June 25th at Sagebrush in Kernersville. Piedmont Chapter normally meets on the last Thursday of each month. For more information contact Carol Smith at clstaxes@bellsouth.net

Raleigh

The Raleigh Chapter met on Tuesday, May 26th at Manchesters on Leesville Rd in North Raleigh. NCSA Past President and Raleigh Chapter President Stephen Metelits, spoke on Tangible Property Regulations for Small Business to the 12 in attendance. The next meeting will be on July 28th with topic to be announced. The Raleigh Chapter meets on the 4th Tuesday of each month. For more information contact Stephen Metelits at metelits@usa.net

Sandhills-Sanford

The Sandhills-Sanford Chapter met on Thursday, May 28th at Table on the Green in Pinehurst. James Upton spoke on Installment Payment Greements and Form 9465 to the seven members in attendance. The next meeting will be announced. For more information contact Mark Bouchier at mbouchier@mabaccounting.net

Western

The Western Chapter met on Tuesday, May 26th at the Gondolier Italian Restaurant. NCSA Past President J. R. Lawson spoke on Business Valuation and Dispositions. The next meeting will be on July 28th and include an installation of officers and a Form 1040-Schedule A presentation. For more information contact John McKinney at johnm@accuraaccounting.com.

Wilmington

The Wilmington Chapter met on Thursday, May 28th at McAlister’s Deli with chapter President Marie Izzo speaking on Bookkeeping Essen-tials-Part I to the ten in attendance. The next meeting will be Monday, June 22nd when Marie Izzo will share part II of Bookkeeping Essentials-The Things Accountants need to teach their clients. Contact Chapter President Marie Izzo for more information atmarie@johnizzocpa.com

We cannot compile this report without your information. If you have news of your chapter or its members including pho-tos or interesting things that happened at your chapter meeting please email James Upton at jamesupton@rtmc.net or call (336) 873-7690.

LOCAL CHAPTER NEWS

NCSA Website Manager — Mon, 11 May 2015 17:08:53 GMT

Our chapters are getting back to normal after tax season. Convention is just around the corner, and with that brings changes in leadership at our chapters. Are YOU willing to serve NCSA? It all starts in your local chapter, faithfully attending meetings, being willing to serve in a line office position in your chapter, or representing your chapter on the NCSA Board of Directors. As we look toward a new year of NCSA what can you do to serve your chapter and your society. You can start by supporting your local chapter; read on to see what’s been going on around our state.

Burlington

The Burlington Chapter met on Thursday, April 23rd at Kimbers in Gibsonville. Nine chapter members and three guests were present for a Tax Season Recap roundtable meeting The Burlington chapter normally meets on the 4th Thursday of each month. For more information about the Burlington chapter contact Jim Holmes at jholmes.acct@yahoo.com

Cape Fear

The Cape Fear chapter met on Monday, April 20th at The Brass Lantern in Dunn. Speaker Mark Reynolds gave an informative presentation on Data Security. The chapter normally meets the 1st Monday after the 15th each month. For more information contact Merry Arnett at mparnett@embarqmail.com

Central

The Central Chapter held their monthly meeting on Monday, April 27th at Sagebrush Steakhouse. The meeting topic was part 1 of Technology for Today’s Accountant led by NCSA President Elect Ron Powell. Next month we will conclude with part II on Monday, May 18th. Central Chapter meets on the 4th Monday of each month. For more information contact Kevin Robinson at kevrob@triad.rr.com

Charlotte

The Charlotte Chapter normally meets on the 4th Thursday of each month. For more information contact Louise Pistole at pistole9@windstream.net

Eastern

The Eastern Chapter met on Tuesday, April 28th at McAlister’s Deli in Greenville. NCSA President Elect Ron Powell presented Part I of Technology for Today’s Accountant. The Eastern chapter meets on the 4th Tuesday each month. For more information contact Ronald Powell at ron@powellaccounting.com

Hickory

The Hickory Chapter normally meets the last Monday of each month. For more information contact Susan Dale Moore at susan@dalesaccounting.com

Piedmont

The Piedmont Chapter met on Thursday, April 30th at Sagebrush in Kernersville. Members shared Tax Season Horror Stories and welcomed NCSA President Elect Ron Powell as their special guest. Piedmont Chapter normally meets on the last Thursday of each month. For more information contact Carol Smith at clstaxes@bellsouth.net

Raleigh

The Raleigh Chapter met on Tuesday, April 28th at Manchesters on Leesville Rd in North Raleigh. The chapter leaders led a roundtable discussion of the members and guests tax season issues. The Raleigh Chapter meets on the 4th Tuesday of each month. For more information contact Stephen Metelits at metelits@usa.net

Sandhills-Sanford

The Sandhills-Sanford Chapter met for a roundtable discussion on Thursday, April 30th at Table on the Green in Pinehurst. For more information contact Mark Bouchier at mbouchier@mabaccounting.net

Western

The Western Chapter met on Tuesday, April 28th at the Gondolier Italian Restaurant. The meeting was a roundtable tax season discussion. Next month NCSA Past President J. R. Lawson will speak on Business Valuations and Dispositions. For more information contact John McKinney at johnm@accuraaccounting.com.

Wilmington

The Wilmington Chapter met on Monday, April 27th at McAlister’s Deli with Susan Corliss Bland speaking on Assessing a New Client’s QuickBooks file. The chapter also celebrated the end of tax season by distributing “Tax Season Survivor Kits”.

See below for a photo of some of the members with their kits! The next meeting will be Thursday May 28th (earlier due to Memorial Day). Contact Chapter President Marie Izzo for more information at marie@johnizzocpa.com

Local Chapter News from the "ACCOUNTANT"

NCSA Website Manager — Mon, 27 Apr 2015 17:05:26 GMT

Chapter News

What a tax season it has been! 1095 forms and their corrections, Repair Regulations, 3115’s and winter storms made this one of the most challenging tax seasons in memory. Aren’t you glad that you are a member of NCSA and had a network of colleagues to support you this tax season? It is time to focus on getting back to business as usual, after some needed rest and relaxation. NCSA chapters took a hiatus in February due to the weather except The Central Chapter, kudos to you for getting a meeting in. March activities were back on track and you can read on to see what has been going on at our local chapters.

Burlington

The Burlington Chapter met on Thursday, March 26th at Kimbers in Gibsonville IRS Senior Stakeholder Liaison Eugenia P. Tabon spoke on Identity Theft, a timely topic The Burlington chapter normally meets on the 4th Thursday of each month. For more information about the Burlington chapter contact Jim Holmes at jholmes.acct@yahoo.com

Cape Fear

The Cape Fear chapter met on Monday, March 16th at Sammio’s Italian in Fayetteville. NCSA Past President Bill Fischer spoke on the new NC flat tax and other NC Tax Changes. The chapter normally meets the 1st Monday after the 15th each month. For more information contact Merry Arnett at mparnett@embarqmail.com

Central

The Central Chapter held their monthly meeting on Monday, March 23rd at Sagebrush Steakhouse. The meeting was a lively roundtable discussion, and included discussion of ACA issues, preparers who depreciate land, and the proper reporting of timber sales, 1099-Q ESA’s and Coverdell’s. The upcoming meeting in April will be part 1 of Technology for Today’s Accountant led by NCSA President Elect Ron Powell. Central Chapter meets on the 4th Monday of each month. For more information contact Kevin Robinson at kevrob@triad.rr.com

Charlotte

The Charlotte Chapter met on Thursday, March 26th at their normal meeting place, Captain’s Galley on Independence Blvd (US Hwy 74) in Matthews. NCSA Past President Paul Bumgarner led the discussion on ACA and the new Repair and Capitalization Regulations. For more information contact Louise Pistole at pistole9@windstream.net

Eastern

The Eastern Chapter members are busy with tax season but will meet again on Tuesday, April 28th at Parker’s BBQ in Greenville. The Eastern chapter meets on the 4th Tuesday each month. For more information contact Ronald Powell at ron@powellaccounting.com

Hickory

The Hickory Chapter normally meets the last Monday of each month. For more information contact Susan Dale Moore at susan@dalesaccounting.com

Piedmont

The Piedmont Chapter met on Thursday, March 26th at Sagebrush in Kernersville. The meeting was a tax season roundtable discussion. Piedmont Chapter normally meets on the last Thursday of each month. For more information contact Carol Smith at clstaxes@bellsouth.net

Raleigh

The Raleigh Chapter met on Tuesday, March 24th at Manchesters on Leesville Rd in North Raleigh. The chapter leaders led a roundtable discussion of the members and guests tax season issues. The Raleigh Chapter meets on the 4th Tuesday of each month. For more information contact Stephen Metelits at metelits@usa.net

Sandhills-Sanford

The Sandhills-Sanford Chapter cancelled their January meeting and will not meet again until May. Happy Tax Season to our members. For more information contact Mark Bouchier at mbouchier@mabaccounting.net

Western

The Western Chapter members are busy with tax season and decided to meet again on Tuesday, April 28th with the location and topic to be determined. For more information contact John McKinney at johnm@accuraaccounting.com.

Wilmington

The Wilmington Chapter members are busy with tax season and will not meet again until April. Please check your email inbox for information or email Marie Izzo or Louise Pistole for updates. Contact Chapter President Marie Izzo for more information at marie@johnizzocpa.com

FRESH FROM THE ACCOUNTANT

NCSA Website Manager — Tue, 02 Dec 2014 18:01:09 GMT

Enjoy the cold month of December and all of your holiday gatherings and of course those last tax update classes. We all are experts on the Affordable Care Act by now, right?!?! Hopefully this year Santa will bring you a head full of knowledge to help you through this next tax season! All jokes aside, NCSA members are some of the best folks around; please remember this season to be thankful for your colleagues and for their counsel. If someone has been supportive and helpful to you this year, drop them a card in the mail or pick up the phone and say thanks. Sometimes the best gift is just a simple word of kindness. If you have not connected with your NCSA chapter lately it is not too late, read on to see what festivities are in store at your chapter this month

Burlington

The Burlington Chapter did not meet in November and will not meet in December. Looking forward: NCSA President Elect Ron Powell will present the program in January .The Burlington chapter normally meets on the 4th Thursday of each month. For more information about the Burlington chapter contact Jim Holmes at jholmes.acct@yahoo.com

Cape Fear

The Cape Fear chapter met on Monday, November 17th at Sammios in Fayetteville with nine in attendance. The meeting was a double header with NCSA Past President David Rollins speaking on the upgraded NCSA website and Marsha Wheeler speaking on Chapter Promotions. The chapter is looking forward to its annual social at Duplin Winery in Rose Hill on December 19th including the sold out Down Home Christmas Show. January Meeting details will be released later. For more information contact Merry Arnett mparnett@embarqmail.com

Central

The Central Chapter held their monthly meeting on November 24th at Sagebrush Steakhouse. The meeting featured NCSA Past President David Hooker speaking on SSARS 19 Engagements. The chapter will hold its Christmas party at Sagebrush in Asheboro on Thursday, December 11 along with a food and toy drive, an inspirational speaker will present the program that night. Central Chapter meets on the 4^th Monday of each month. For more information contact Kevin Robinson at kevrob@triad.rr.com

Charlotte

The Charlotte Chapter held their monthly meeting on November 20^th at Captains Galley with chapter member Eli Robles discussing the unique issues in working with Foreign/Alien Clients. The chapter also announced its annual Christmas party at the home of George and Chris Caesar in the Dilworth neighborhood. The meeting will be a social and members are encouraged to BYOB. For more information contact Louise Pistole at pistole9@windstream.net

Eastern

The Eastern Chapter met on November 25th at Parkers BBQ in Greenville with NCDOR’s Rhonda High providing an NC Tax Update. The December meeting will be a welcoming social for attendees of the Greenville NC State Tax School on December 8th at City Hotel in Greenville. The January meeting will be a tax season roundtable. The Eastern chapter meets on the 4th Tuesday each month. For more information contact Ronald Powell at ron@powellaccounting.com

Hickory

The Hickory Chapter met on Monday, November 24th at Golden Corral in Hickory with 13 in attendance to hear James Upton speaking on Rental Income Issues. The chapter announced the annual Christmas Party will be on Monday, December 8th at Tripp’s Restaurant in Hickory at 6:00PM and will feature a Dirty Santa exchange. For more information contact Susan Dale Moore at susan@dalesaccounting.com

Piedmont

The Piedmont Chapter met on Thursday, November 13th at Sagebrush in Kernersville. The speaker was Jordan High with ADP. The chapter will have its annual Christmas gathering on Thursday, December 11 at Sagebrush in Kernersville at 6:30 pm. Piedmont Chapter normally meets on the last Thursday of each month. For more information contact Carol Smith at clstaxes@bellsouth.net

Raleigh

The Raleigh Chapter will hold a combined November/December meeting which also will serve as the chapter’s annual social on December 9 at Manchester's on Leesville Rd in Northwest Raleigh. The Raleigh Chapter meets on the 4th Tuesday of each month. For more information contact Stephen Metelits at metelits@usa.net

Sandhills-Sanford

The Sandhills-Sanford Chapter met on Tuesday, November 11th at Table on the Green in Pinehurst. NCSA President Elect Ron Pow- ell spoke on Meeting Your EITC Due Diligence. The chapter will join the Central Chapter on December 11th for their Christmas meeting at Sagebrush in Asheboro. Upcoming: NCSA Past President Jim Holmes will be the speaker at the meeting in January. For more information contact Mark Bouchier at mbouchier@mabaccounting.net

Western

The Western Chapter did not meet in November but will hold a Christmas Party on December 9 at Beef O’Brady’s in Arden at 6:30 pm. The meeting will feature a Chinese Christmas gift exchange. For more information contact John McKinney at johnm@accuraaccounting.com

Wilmington

Wilmington Chapter held a planning meeting with chapter president Marie Izzo on Monday, November 24th at McAllister’s Deli on College Rd. Future meeting details will be announced. Contact Chapter President Marie Izzo for more information at marie@johnizzocpa.com

Share news of your chapter with The Accountant, contact James Upton at jamesupton@rtmc.net or by fax to

(336) 873-7650. We can only report what we have been told, so get those tongues wagging!

Chapter Meetings This Week

James P. Upton, III — Wed, 24 Sep 2014 13:17:05 GMT

The Central Chapter in Asheboro hosted an ACA presentation with Paul Bumgarner, NCSA Past President from Charlotte, on Monday September 22nd.

The Piedmont Chapter will meet on Thursday, September 25th to discuss Unemployment Issues at Sagebrush Steakhouse in Kernersville at 6:30PM.

The Burlington Chapter will not meet this month to allow members to attend the Serving A Maturing Nation Seminar in Cary.

The Hickory Chapter will meet on Monday, September 29th at Golden Corral on Lenoir Rhyne Blvd at 6PM for a meeting on EITC Due Diligence with President Elect Ron Powell as the speaker.

Raleigh Chapter to host NCDOR Rep

James P. Upton, III — Wed, 17 Sep 2014 05:15:36 GMT

The Raleigh Chapter of the North Carolina Society of Accountants will be holding its Sept. meeting as follows:

Date: Tuesday Sept. 23, 2014

Time: 6:30 p.m.

Location: Manchesters Bar & Grill; 9101 Leesville Road; Raleigh, NC 27613

Tel: 676-1060 or 676-2434

Agenda:
We will hold an officers' meeting from 6pm - 6:30pm before the regular meeting.

Rhonda High, Customer Education Officer with the N.C. Dept. of Revenue will be speaking on Upcoming North Carolina Tax Law.

Western Chapter EITC Due Diligence Program

James P. Upton, III — Wed, 17 Sep 2014 05:12:34 GMT

The Western Chapter will meet September 30, 2014 at Beef O’Brady’s in Arden, NC. Ron Powell will be presenting the EIC Due Diligence program for members and guests. The October guest speaker will be Dave Trout who will speak on the topic of ACA and Small Business. Location for October’s meeting is yet to be determined.

Wilmington Chapter Announces Permanent Meeting Location & Date Change

James P. Upton, III — Tue, 09 Sep 2014 14:44:37 GMT

The Wilmington Chapter will now meet on the 4th Monday of each month at McAllister's Deli at 740 S. College Rd in Wilmington. Read below for a summary of this month's meeting plans:

Our September program will feature, Ronald Powell, President Elect of NCSA. He will be speaking to us on the topic of Meeting your EITC Due Diligence.

With the emphasis by the Internal Revenue Service on practitioner's due diligence, this program will explain the current requirements per IRC 6695, record keeping and knowledge requirements and the importance of this program to prevent refund errors. At the completion of the program the preparer will be familiar with Form 8867, Paid Preparer's Earned Income Credit Checklist and the record retention for the form and its supporting documents.

To see information about other upcoming meetings, check out our page on the NCSA website at www.ncsa1947.org/Wilmington.

Cape Fear Chapter (Fayetteville) to host J.R. Lawson

James P. Upton, III — Sat, 06 Sep 2014 15:25:52 GMT

Cape Fear Chapter will meet at Sammio's Italian Restaurant on Raeford Rd in Fayetteville at 6:30PM on Monday, September 15th. NCSA Past President J.R. Lawson will speak on Business Valuations and Dispositions of an Ongoing Business. Lawson of Clemmons, now works with Piedmont Business, LLC as an Associate Broker. Contact Merry Arnett at 910-323-0191 or mparnett@embarqmail.com for more information.

Sandhills/Sanford NCDOR in Sept. & Legislative Meeting in October

James P. Upton, III — Wed, 03 Sep 2014 16:03:58 GMT

The Sandhills/Sanford Chapter will host NCDOR's Jeremy Coble on Tuesday, September 30 at Table on the Green in Pinehurst at 6:30PM for an NC Update with a Focus on Sales Tax. The chapter is also proud to announce its first Legislative Meeting with Congresswoman Renee Ellmers (R-NC Dist 2), NC Representatives Jamie Boles (R-Moore) & Mike Stone (R-Lee & Harnett) on Tuesday, October 28 at Davison's Steaks on Westover Dr in Sanford. Contact Gaye Saunders at gaye@saundersaccounting.com for more info.