Notes from the Board Second Quarter is the year the Ohio board members are welcoming in the process called change.

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Notes from the Board 2018 is the year the Ohio board members are welcoming in the process called change.

president Nancy Brunemann, and board members Christa Hall, Kathy Welfle and Jared Foos. And we would like to say Thank you for the many years of service to your fellow professionals!

This trio will help to energize and bring forth some young, experienced professionals to enable the rest of us to continue our goals.

1 Notes from the Board 2018 is the year the Ohio board members are welcoming in the process called change. Inside this issue: Notes from the Board 1 Save the Dates 2 NOMINATIONS 3 FINANCIAL UPDATE 4 The changing started at the Annual Board meeting in September whereby we sadly said goodbye to our past president Nancy Brunemann, and board members Christa Hall, Kathy Welfle and Jared Foos. And we would like to say Thank you for the many years of service to your fellow professionals! We installed 3 new board members Judy Augsburger, CPA, Kathy Nash, EA and Angie Powell. This trio will help to energize and bring forth some young, experienced professionals to enable the rest of us to continue our goals. And as always, annually, the board members elect the executive board announcing Tim Bright as Treasurer, Terri Alley as Vice President and Valorie Long, President. OHIO BOARD CONTACT LIST 5 Welcome & Congratulations to all! In going forward we are looking at the changes to the role of a tax professional; the strategic planning for educating the tax professional; and maintaining balance between clients, various tax agencies rules and IRS regulations. And in the end, keeping costs as low as possible without compromising quality. C - Chapter Board Members H - Helping A - All N- NATP members G - Gain E - Education As always, please feel free to contact any board member to share your ideas on educational needs!

Page 2 COMPLETE INFORMATION ON THE SAVE THE DATE ITEMS WILL BE VIA EMAIL &

2 Page 2 COMPLETE INFORMATION ON THE SAVE THE DATE ITEMS WILL BE VIA & SNAIL MAIL IN JULY! Certified instructors with Enrolled Agent designations

3 Page 3 Attention Members: Are you passionate about education? We are looking for leaders to help us take our chapter into the next stage of its growth and success. If you are interested, complete this application. A committee member will then be in contact for all further questions, concerns and general information. Please note if you have applied in the past and have not been elected, please do not let that discourage you from applying again. All applications will be collected and placed in our vetting process. We look forward to hearing from you! Janice Harshman, Nomination Committee Chairman DUE DATE JULY 15, Application Form Ohio Chapter, NATP Board of Directors I,, would like to be a candidate for the Ohio Chapter, NATP Board of Directors. I am a member in good standing with the National Association of Tax Professionals and the Ohio Chapter, NATP. Street Address: City: State: Zip: Best Phone # address: Signature: Date: Please submit a brief biography describing yourself, any achievements, activities, offices held, and professional designations as this will be used when presenting your application to the Nominations committee. Please forward this form to: jharshman@mccrate.com

4 Page 4 From Tim Bright, Treasurer 2017 was a better year financially for the chapter. Previously the board made adjustments that are starting to show up on the bottom line. We know we have competition from all sides - webinars, other professional tax groups and even from ourselves. But in the end the value added by attending a local conference in person is not one that can always be measured in dollars and sense. The value of peer to peer networking and engaging in live conversations with other professionals is almost unmeasurable. Some of the most basic answers to the toughest problems can be solved by simply talking to another human being. Please feel free to me with any questions or concerns. my1040@ymail.com

5 Page OHIO CHAPTER BOARD MEMBERS Name Phone President VALORIE LONG fourforces@sbcglobal.net Vice-President TERESA ALLEY, EA terra@mwwr.net Treasurer TIM BRIGHT my1040@ymail.com Secretary OPEN JUDY AUGSBURGER, CPA jmaugsburger@ymail.com JOAN GRISPIN, CPA jgrispin@akroncpafirm.com JANICE HARSHMAN, EA jharshman@mccrate.com MICHELE MCCORMICK,EA michellemccormick@cols.rr.com KATHY NASH, EA k.nash@nashfinancialsolutions.com ANGIE POWELL angie@ppts.us RICK SEALSCOTT, CPA rick@sealscottcpa.com BARRY SIEGEL siegeltax@hotmail.com SHELBY CALMES, EA shelby.calmes@yahoo.com Feedback Welcome! The Ohio Chapter Board of Directors wants to know how we can better serve you, our valued members! We are interested in your thoughts about education teachers, locations, schedules, topics, etc.! We are also interested in knowing what types of services or benefits would provide added value to you. We can only serve you in beneficial ways if we know the needs of our membership. Please take a few minutes to submit your feedback via so that we have adequate time to read, consider, and respond as needed. Please submit your comments to Valorie Long: fourforces@sbcglobal.net Also find and like us on our Facebook group Ohio NATP

A quick reminder to renew your PTIN prior to December 31. Register for the Ohio Municipal Update Seminar on December 15-see form inside.

A quick reminder to renew your PTIN prior to December 31. Register for the Ohio Municipal Update Seminar on December 15-see form inside. 2016 Fourth Quarter News From Your Board Inside this issue: BOARD NEWS 1 DECEMBER 15 TH SEMINAR REGISTRATION INFO Education Corner 3 Charity 2016 4 AFSP/AFTR FLOW 5 USB ORDER FORM 6 OHIO BOARD MEMBER CONTACT