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If you are not able to read the following electronic newsletter from the
TSCPA Knoxville
Chapter,
please visit
http://www.tscpa.com/chapter/knoxville/news_letter.htm.
July
Newsletter
Register no later than noon on Friday,
July 10 for the July 14 meeting!
Register Now!
(Note: You will need your TSCPA member number to register online.)
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July 14
Chapter Events
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Mini-Seminar 1
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Time: |
2 - 4 p.m. |
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Location: |
Crowne Plaza |
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Speaker: |
Robert L. Charron |
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Topic: |
"Wealth Transfer Planning with Family Limited
Partnerships" and "Planning For High Net Worth Clients" |
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Fees: |
$10 for members; $20 for nonmembers. Please pay at
the door. |
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Subj. Code: |
T |
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CPE Hours: |
2 |
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Mini-Seminar 2
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Time: |
4 - 6 p.m. |
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Location: |
Crowne Plaza |
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Speakers: |
Sam Coulter and Adam Allen |
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Topic: |
“ICFR for Issuers and Non-Issuers” |
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Fees: |
$10 for members; $20 for nonmembers. Please pay at
the door. |
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Subj. Code: |
A |
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CPE Hours: |
2 |
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Dinner
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Time: |
6 - 8 p.m. |
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Location: |
Crowne Plaza |
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Speaker: |
Ginny Weatherstone |
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Fees: |
No charge for members; $20 for nonmembers. Please
pay at the door. |
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Topic: |
“The Journey Home – Ending Chronic Homelessness” |
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Subj. Code: |
O |
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CPE Hours: |
1 |
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Menu: |
Roast sirloin of beef with
madeira demi-glace, chef's choice of vegetable dish, twice baked potato,
classic Caesar salad, choice of Key Lime Pie or cheesecake for dessert. |
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Registration Information
Register by Friday, July 10 at noon.
(Note: You will need your TSCPA
member number to register online.)
or call the TSCPA office at
1-800/762-0272.
Note: Members who register to attend the
mini-seminar and/or dinner and fail to attend without properly
canceling will be billed a no-show fee of $10 for each
mini-seminar and $30 for dinner.
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Important
Parking Information for July Meeting
The chapter has been
informed that no competing events are taking place against the July
14 meeting. Thus, the Crowne Plaza parking garage should have
sufficient parking. In the event the parking garage is full, the
chapter board has reserved 30 spaces in the Republic Systems
parking lot on Vine Avenue, which is behind the Crowne Plaza.
If you should need to park in the Vine Avenue lot, someone should
be staffing the booth. Please inform the attendant that you are a
member of the TSCPA Knoxville Chapter. You will receive a permit
allowing you to park in the lot at no cost to you. In the event no
one is staffing the booth, please see the treasurer or
assistant-treasurer at sign-in. You will receive a parking permit,
which then will need to be placed in your vehicle. Sorry for any
inconvenience this may create.
Access to the Crowne Plaza from the Vine Avenue lot is through a
door accessible from the back of the building. Through this door,
you will take two flight of stairs to the first level of the Crowne
Plaza parking garage. When you have arrived at the first level of
the garage, please enter through the double doors to the Crowne
Plaza lobby.
In the unlikely event that both Crowne Plaza parking garage and the
Vine Avenue lot are full, please take advantage of the Market
Square parking garage. There is no cost to park in the Market
Street Garage if you either 1) enter the garage after 6:00 p.m., or
2) exit the garage after 8:00 p.m. An attendant is on duty until
8:00 p.m. to collect parking fees from exiting vehicles that
entered the garage prior to 6:00 p.m. Please see the treasurer or
assistant treasurer at sign-in for reimbursement if needed.
For a map of Knoxville downtown parking, visit
www.tscpa.com/chapter/knoxville/parking.pdf.
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Announcing the
15th Annual Knoxville Chapter Golf Tournament |
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Monday,
October 5
Centennial Golf Course in Oak Ridge
Lunch and registration - 11:30 a.m.
Shotgun Start - 1 p.m.
Player Fee:
Before Sept. 4 - $100
After Sept. 4 - $120
Includes Goody Bag with Golf Shirt
All proceeds benefit the Angel Tree of Knoxville
Online Registration Form
Online Sponsor Form |
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President's Message |
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Chapter Members:
I hope each of you is having a great start to the summer. Take time
each day to enjoy the small things that life has to offer. We are all
so busy at times that the small things sometimes simply go unnoticed.
The smile from a friend, a pat on the back or a warm sunny day are
all things that we can simply take for granted. Each day is a gift
and ours to make however we so choose. Lets all choose this summer to
relish in what we have and help share ourselves with those closest to
us. East Tennesseans are by nature some of the friendliest and most
caring people found in this great land of ours. Make a point this
summer to strengthen ties you may have with family, friends or
clients by sharing some of the small things in life with them.
The 79th Annual Convention and Educational Conference in Asheville,
N.C., was a tremendous success. The setting was simply spectacular at
The Grove Park Inn Resort & Spa. There is something to be said about
attending continuing professional education classes at a resort
nestled in the mountains of Western North Carolina. A walk out onto
the Sunset Terrace left you breathless with the views that stretched
for as far as the eye could see. It is always great to attend the
annual conference and catch up with fellow colleagues that you may
not have seen in a while. The Great Hall, measuring 120 feet across
with 24-foot ceilings, was a great place to visit and catch up with
other practitioners from around the state. Quotes from several
American Literature Icons were etched throughout The Great Hall. One
quote that made an impression on me was from David Thoreau, “Be not
simply good; be good for something.”
The date has been set for the 15th annual Knoxville Chapter Golf
Tournament to benefit The Angel Tree. The tournament will be held
Oct. 5 at Centennial Golf Course in Oak Ridge. The Knoxville
Chapter has historically been either the first or second largest
benefactor to The Angel Tree. It is anticipated that the financial
need placed on The Angel Tree will be even greater this year. With
that in mind, please plan on being a sponsor, a player or both.
I, as well as the other board members, am here to serve you. Please do
not hesitate to let me or a board member know of any concerns or
suggestions you may have.
Benjamin M. Alexander
Knoxville Chapter President
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Coming Soon: Chapter
Survey - Let Your Opinion Count! |
You will soon receive a survey via e-mail that will
allow you to have a say in the future direction of the chapter. The chapter
board asks that you please complete the brief survey to help the board better
understand the needs of the membership and improve chapter services to best fit
those needs. The favor of your participation will be greatly appreciated!
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Mini-Seminar Speakers |
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Mini-Seminar 1
Robert L. Charron, CFP
is a graduate of
Vanderbilt University, and began his career as an agent with MassMutual in 1977.
In 1998, Charron joined The Hartford to concentrate more on the life insurance
advanced sales market. Through his years of practice, he has amassed a great
deal of knowledge and experience using life insurance in the estate and business
planning arenas.
He enjoys assisting brokers with identifying and qualifying prospects,
collecting and analyzing data and designing and implementing viable financial
strategies using life insurance. He is also a State of Tennessee Department of
Commerce and Insurance certified continuing education instructor.
Charron has a team of estate and tax planning attorneys to help in the design
and implementation of the various strategies recommended.
Charron lives in Hendersonville, Tenn., with his wife Debbie and their two
children. He is an avid golfer and participates in scouting with his sons.
Mini-Seminar 2
Sam Coulter is the co-founder and president
of Coulter & Justus, PC and has more than 40 years of experience in public
accounting. During his public accounting experience, he has served on a broad
range of SEC registrants. He began his career in 1969 with Ernst & Young after
receiving his B.S. in business administration from The University of Tennessee.
He worked for the Knoxville office of Ernst & Young through 1993, when he and
fellow founder Ron Justus acquired the office from Ernst & Young. During his
time with Ernst & Young, Coulter served as a member of Ernst & Young’s Southeast
Regional Technical Committee, as a member of a special national task force to
recommend changes in accounting for income taxes, and on various other
committees and programs. He is a member of the AICPA and TSCPA, and has served
as a president of the Knoxville Chapters of both TSCPA and IMA. In addition,
Coulter has served on various civic organizations boards, including the Better
Business Bureau of Greater East Tennessee and the Knoxville Salvation Army. He
is also a Rotarian and has served as a president of the Knoxville Rotary Club.
Adam Allen is an audit manager with Coulter & Justus, PC and has more
than eight years of experience in public accounting. During his public
accounting experience, he has served on many engagements involving SEC
registrants. He began his career in 2001 with the Atlanta office of Ernst &
Young after receiving his B.S. in business administration and master of
accountancy from The University of Tennessee. Allen is a member of the AICPA and
TSCPA.
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Dinner Speaker |
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Ginny Weatherstone was
born and raised in Sioux Falls, S.D., and earned a bachelor’s degree in sociology
and psychology from Marquette University in Milwaukee, Wis. She has done
graduate work at both The University of South Dakota and The University of
Tennessee.
Weatherstone worked for a number of years as a court services officer (probation
officer) for the Circuit Court system in South Dakota prior to moving to
Knoxville in 1981. She completed a course of clinical pastoral education at
Baptist Hospital and worked for five years at the Patricia Neal Rehabilitation
Center. She worked with juvenile courts in the counties surrounding Knox in 1995
and 1996 and, in 1997, assumed the duties of executive director of The Volunteer
Ministry Center.
Weatherstone served as president of the East Tennessee Coalition to End
Homelessness for three years. She completed the CAC Community Leadership Program
in 2000 and graduated from Leadership Knoxville in 2002. She was appointed by
the two mayors to serve on the task force which developed the "Ten Year Plan to
End Chronic Homelessness in Knoxville and Knox County" and serves on the
advisory board for that effort today.
Weatherstone and her husband Rick have three grown children and live in West
Knoxville.
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Don't Miss the Boat! Keep Your Membership Afloat! |
For your convenience, you
may renew your membership online by using your MasterCard or Visa.
To access your account online, you will need your member ID number. This
number can be found on the mailing label of your copy of the Tennessee CPA
Journal (all member IDs are made up of numerals only and not the letter in
front).
There's still time to continue your membership by sending your dues payment today. If you have any questions, comments or requests, please call the Society office at 1-800/762-0272. Thank you!
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Upcoming Chapter Meeting Schedule |
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Tuesday, August 11 |
Tuesday, September 1 |
Mark A. Paganelli
Executive Director of Audit & Consulting Services, University of
Tennessee System
A&A Topic TBATimothy Phillips,
CPA & Mark Zuckerman, CPA
Principals, Coulter & Justus, PC
International Taxes
Jim Clayton
Executive Vice President and CEO, Scripps Networks |
Jim Myers
Rodefer Moss
General and Tennessee Specific Ethics
Vicki Humphreys
Shoe Box Ministries
Samaritan's Purse International Relief
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For a full schedule of chapter meetings,
click here. |
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Knoxville Chapter
Photos |
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Chapter President Ben Alexander presents Immediate Past President John
W. Kirk with a plaque in recognition and gratitude of his service to
the chapter. |
Carrie Greening, Heather
Martin and Maurie Douglas pictured at the Knoxville Chapter Committee
Day, held May 14 at Calhoun’s on the River. |
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Upcoming TSCPA Conferences |
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2009-2010 Knoxville Chapter Officers and Directors |
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Ben Alexander, CPA, President:
862-6507,
balexander@lbmc.com
Thomas Booker, CPA, President-Elect:
546-0021, thomasbooker@decosimo.com
Angela Sparks, CPA, VP- Education:
862-6536,
asparks@lbmc.com
Christine Bell, CPA, VP - Membership: 862-3050,
cbell@lbmc.com
Carrie Greening, CPA, Treasurer: 637-4161,
cgreening@cj-pc.com
Laimon W. Godel, Jr., CPA, Assistant Treasurer:
690-2662,
cpa@godel.com
Sean W. Brewer, CPA, Secretary: 769-1649,
sbrewer@pughcompany.com
Ed Lay, CPA, Communications Director:
583-0580,
edwinlaycpa@aol.com
Shirley Harris, CPA, Director-At-Large:
546-2300, harris@bhspc.com
Jackie Griswold, CPA, Director-At-Large: 673-5745,
jackie.griswold@regions.com |
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Appalachian Chapter Newsletter
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This Web page is provided courtesy of the Knoxville Chapter of the
Tennessee Society of CPAs.
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