The Charlotte Chapter of NCSA
Monthly Meeting July 25, 2017
Location: Golden Corral, Matthews, NC
Time: 6:00 – 8:30pm

The invocation was given by Hugh Parker and dinner was enjoyed.

The meeting was called to order by Charlotte President Mary Roberts.

President Mary Roberts asked the members to review the minutes from June 25, 2017. The members did not have any questions so President Mary Roberts asked for approval of the minutes. Motion to accept by Jense Creighton and seconded by Bryan Henry. Motion carried.

President Mary Roberts asked members to review the Treasurer’s report. Members had no questions so President Mary Roberts requested approval of the Treasurer’s report. Motion to accept by Heather Myers and seconded by Trina Sthal. Motion carried. 

Welcomed 12 members to the meeting.

A report was made on the NCSA Leadership Day, held 07/21/17 at Pinewood Country Club. We had five members from the Charlotte chapter attend the Leadership Day.

The 2017 Carolinas Tax Professional Seminar will be July 31 – August 2 at the Hilton Charlotte University.

Mary Roberts introduced our speaker David R Hedges. He spoke on Small Business Retirement Planning.

Upcoming speakers: August 24, Bill Belchee– Practice Management.

September 21, Lisa Wallace- Social Security Administration. 

Starting with the August 24 meeting, we will meet on the fourth Thursday of the month at 6:15pm at the Golden Corral, Matthews.

There being no other business, the meeting was adjourned.

Respectfully submitted,

Ashlyn Miles, Secretary