STATE OF MARYLAND
STATE OF MARYLAND
BOARD OF INDIVIDUAL TAX PREPARERS
Business Meeting Minutes
December 14, 2020
TIME: 10:00 a.m.
PLACE: VIA Google Meets
Baltimore, MD 21202
Third Floor Conference Room
PRESENT: Steven P. Wions, Chair
Jane M. Bourassa, Vice Chair
Victoria Kelly
Symon M. Manyara
Janice Shih
Javier Solis
ABSENT: N/A
STAFF
PRESENT: Shanai Jordan, Executive Director
Christopher Dorsey, Assistant Executive Director Matthew A. Lawrence, Legal Counsel
Alicia Coar, Board Secretary
OTHERS
PRESENT: Michael Kohler, MSATP
Mary Beth Halpern, MACPA
Mr. Wions, Chair, called the meeting to order at 10:04 a.m.
Upon a motion (I) by Ms. Bourassa and seconded by Ms. Kelly, the Board unanimously approved the minutes for the November 9, 2020 meeting with corrections.
Report of the Chair
Mr. Wions introduce to the board to Ms. Janice Shih, Esq. from the Maryland Volunteer Lawyers Service. Ms. Shih gave a brief introduction discussing her background.
Mr. Wions asked Ms. Jordan about the expiration date for the licensees during the pandemic. Ms. Jordan explained to the board that until the State of Emergency is lifted, the expiration date for all licensees is extended per Governor Hogan’s Executive Order.
Upon a motion (II) made by Ms. Bourassa and seconded by Ms. Shih, the Board unanimously accepted the Chairman’s Report.
Executive Director’s Report
Ms. Jordan again welcomed Ms. Shih to the board and let the board know that the Governor’s office has also appointed another member to the board. This board member should be joining the board’s meeting shortly.
Upon a motion (III) made by Ms. Shih and seconded by Ms. Bourassa, the Board unanimously accepted the Executive Director’s Report.
Examination Committee Report
Ms. Bourassa reported on the examination committee’s review of the PSI examination results for November 9, 2020 through December 14, 2020. The examination was administered to 92 candidates: 53 passed, 39 failed, and there are 80 candidates scheduled to take the examination from December 14, 2020 through December 31, 2020.
Upon a motion (IV) made by Ms. Shih and seconded by Ms. Kelly, the Board unanimously accepted the Examination Report.
Old Business
No Old Business.
New Business
The board reviewed a submission from Federal Direct Tax Services, an organization that provides continuing education courses to licensees.
Upon a motion (V) made by Ms. Bourassa and seconded by Ms. Kelly, the Board unanimously approved Federal Direct Tax Services to provide continuing education to the licensees.
Ms. Jordan presented to the Board the new meeting schedule for the upcoming 2021 calendar. All meetings will start at 10:00 a.m. and will be online meeting until further notice.
Meeting Dates:
January 11, 2021
February 22, 2021
March & April – no meeting
May 10, 2021
June 14, 2021
July & August – no meeting
September 13, 2020
October – no meeting
November 15, 2021
December 13, 2021
Executive Session
Upon a motion (VI) by Ms. Bourassa and seconded by Ms. Kelly, the Board unanimously voted to go into closed session at 10:38 a.m.
At 11:30 a.m., upon a motion (VII) by Ms. Shih and seconded by Mr. Solis, the Board unanimously voted to return to open session.
Upon a motion (VIII) by Mr. Manyara and seconded by Mr. Solis, the Board unanimously voted to approve the decisions made in closed session.
Next Meeting Date
The next meeting of the Board will be held on Monday, January 11, 2021 at 10:00 a.m.
Adjournment
There being no further business, upon a motion (IX) by Mr. Manyara and seconded by Ms. Kelly, the Board unanimously voted to adjourn the meeting at 11:31 am.
_____With corrections _X_ Without corrections
Signature on File January 11, 2021
Steven P. Wions, Chair Date
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related searches
- state of maryland directory
- baltimore sun state of maryland salaries 2018
- state of maryland bid opportunities
- state of maryland rfp
- state of maryland open bids
- state of maryland articles of organization
- state of maryland llc forms
- state of maryland employee phone directory
- state of maryland government agencies
- state of maryland telephone directory
- state of maryland jobs
- state of maryland garnishment law