Sep
14
6:30 PM18:30

Clergy Taxes for Tax Pros

Greater Columbus Chapter of OSSEA

This 2-hour session focuses on clergy taxation, specifically: who must file, how income and expenses are treated, and ways to reduce total tax liability (including SECA opt-out, housing allowances, and business expenses). Deb will also cover non-standard clergy income reporting and how to double-check the tax return for common errors.

Location: MCI Cafeteria, Westerville, OH

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Jun
30
12:30 PM12:30

How To Pay Your Minister

Focus: Do W-2s and 1099s confue you? This session, led by a clergy tax expert, will answer the important question, "How do ministers get paid?" Learn how to prepare your minister's W-2, how the housing allowance affects your minister's taxes, and how to set up an accountable expense reimbursement plan--especially for church leaders and treasurers.

Agency/District: Church of the Brethren Benefit Trust

Representative: Loyce Borgmann

Location: Amway Thornapple, Grand Rapids MI

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Jun
29
12:30 PM12:30

Demystifying Clergy Taxes

Focus: Participants will be equipped to understand clergy taxes and receive important 2017 updates and information including handouts.

Agency/District: Church of the Brethren/Office of Ministry

Representative: Joe Detrick

Location: Amway Nelson, Grand Rapids MI

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Jun
27
3:00 PM15:00

Clergy Taxes in Retirement

This presentation is part of the invitation-only Retirement Readiness Seminar presented by Brethren Benefit Trust prior to Annual Conference. Deb will cover the special benefits available to retired clergy, and how income for clergy differs for working vs. retired clergy.

Location: Amway Grand Hotel, Grand Rapids MI

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Jun
15
6:30 PM18:30

Clergy Taxes for Tax Pros

Greater Dayton Chapter of OSSEA

This 2-hour session focuses on clergy taxation, specifically: who must file, how income and expenses are treated, and ways to reduce total tax liability (including SECA opt-out, housing allowances, and business expenses). Deb will also cover non-standard clergy income reporting and how to double-check the tax return for common errors.

Location: TJ Chumps, Huber Heights OH

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Jan
28
10:00 AM10:00

Clergy Taxes: Theory & Practice

Webinar. Brethren Academy for Ministerial Leadership & Bethany Theological Seminary.

Register here: https://bethanyseminary.edu/brethren-academy/clergy-tax-seminar/ 

Registration deadline: Friday, January 20

Students, pastors, and other church leaders are invited to attend
either in person at Bethany Theological Seminary or online.

  • Learn how to file clergy taxes correctly and legally.
  • Comply with regulations while maximizing tax deductions.
  • Earn 0.3 CEUs.

The sessions will cover tax law for clergy, changes for 2016 (the most current tax year to file), and detailed assistance as to how to correctly file the various forms and schedules that pertain to clergy, including housing allowances, self-employment, W-2s clergy reductions, etc.

It is highly recommended for all pastors and other church leaders who wish to understand clergy taxes, including treasurers, steward commission chairs, and church board chairs.

Seminar Schedule:

  • 10:00 a.m.-1:00 p.m. ET: Morning session – 0.3 CEUs available for live attendance, in person or online
  • 1:00-2:00 p.m. ET: Lunch on your own
  • 2:00-4:00 p.m. ET: Afternoon session

Sponsors:  The Brethren Academy for Ministerial Leadership, the Church of the Brethren Office of Ministry, and Bethany Theological Seminary

Registration and Cost:  Registration is $30 per person (generally nonrefundable to keep fees and overhead low). Current Bethany, TRIM/EFSM/SeBAH, and Earlham School of Religion students may attend the seminar at no cost, although registration is still required to reserve space and so sufficient materials for your attendance may be prepared. If you will be attending online, your registration will allow us to provide you with web access to the seminar; instructions and handouts will be sent a few days prior to the event. Registrations are not complete until payment is received. For space and quality reasons, registrations may be capped at twenty-five persons locally and eighty-five persons online. Prompt registration is advised – registration deadline is Friday, January 20.

Leadership:  Rev. Deb Oskin, EA, NTPI Fellow, has been doing clergy tax returns since 1989, when her husband became pastor of a small Church of the Brethren congregation. She has learned the problems and pitfalls associated with the IRS’s identification of clergy as “hybrid employees,” from both personal (pastor’s wife) and professional (H&R Block agent) perspectives. During her twelve years with H&R Block (2000-11), she achieved their highest level of expertise certification as a master tax adviser and of teaching certification as a certified advanced instructor. Having earned the status of enrolled agent with the IRS, she is also qualified to represent clients to the IRS.

Deb was called by the Living Peace Church of the Brethren in Columbus, Ohio, to be their peace minister to the wider community in 2004 and served as Southern Ohio District’s board chair from 2007-11. She also works closely with several interfaith peace organizations in central Ohio and currently operates her own independent tax service specializing in clergy taxes.

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Nov
17
6:45 PM18:45

Clergy Taxes for Tax Pros

Central Ohio Tax Club

This 2-hour session focuses on clergy taxation, specifically: who must file, how income and expenses are treated, and ways to reduce total tax liability (including SECA opt-out, housing allowances, and business expenses). Deb will also cover non-standard clergy income reporting and how to double-check the tax return for common errors.

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Nov
15
10:00 AM10:00

Clergy Taxes for Tax Pros

Greater Cleveland Chapter of the Ohio State Society of Enrolled Agents.

This 2-hour session focuses on clergy taxation, specifically: who must file, how income and expenses are treated, and ways to reduce total tax liability (including SECA opt-out, housing allowances, and business expenses). Deb will also cover non-standard clergy income reporting and how to double-check the tax return for common errors.

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Aug
20
8:30 AM08:30

IRS Taxes for Ministers

Insight Session, Michigan District of the Church of the Brethren, District Conference

Repeated from 1:15pm to 2:15pm.

Complying with tax policies for your church's pastors and lay employees can be difficult - especially when pastors are treated so differently under the tax code than other employees. This session is designed to help church treasurers prepare documents and policies for pastors and other church employees. Get the information you need regarding compensation, deductions, expenses, clergy taxes, church payroll, and more.

Sponsored by Brethren Benefit Trust, this Insight Session is intended to help Treasurers and Church Leaders understand how Clergy are paid and the tax consequences thereof. It's interactive, with questions welcome. Don't miss it! You're sure to learn something new.

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Jul
1
12:30 PM12:30

Wait A Minute---Our Pastor Is Self-Employed?

Insight Session, Church of the Brethren Annual Conference, Greensboro, NC

Complying with tax policies for your church's pastors and lay employees can be difficult - especially when pastors are treated so differently under the tax code than other employees. This session is designed to help church treasurers prepare documents and policies for pastors and other church employees. Get the information you need regarding compensation, deductions, expenses, clergy taxes, church payroll, and more.

Sponsored by Brethren Benefit Trust, this Insight Session is intended to help Treasurers and Church Leaders understand how Clergy are paid and the tax consequences thereof. It's interactive, with questions welcome. Don't miss it! You're sure to learn something new.

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Jun
30
12:30 PM12:30

Demystifying Clergy Taxes

Insight Session, Church of the Brethren Annual Conference, Greensboro, NC

Sponsored by the Office of Ministry, this Insight Session is a quick overview of Clergy Taxation. It's interactive, with questions welcome. Don't miss it! You're sure to learn something new.

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Feb
29
10:00 AM10:00

Clergy Tax Theory & Practice

Webinar.

Annual All-Day Clergy Seminar, sponsored by the Brethren Academy for Ministerial Leadership and Bethany Theological Seminary in Richmond, IN.

From 10am to 1pm ET, I'll cover Clergy Tax Theory in detail.

From 2pm to 4pm ET, I'll work through a Clergy Tax return using TurboTax. 

Register here.

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