| Clergy Tax Benefits Is your compensation package set up correctly? Does it allow you to take maximum advantage of the IRS tax benefits for clergy? Do you know the latest IRS regulations for the church (employer) and clergy (employee)? Are you filing the correct tax forms as a minister? Is your church issuing you the correct tax form at year end? Did you know some tax-preparers are not fully aware of the tax benefits for clergy?
Key Compensation Insights How should a church handle retirement contributions, health insurance, and other benefits for their clergy and other staff? Do you know the best ways to track your expenses? Did you know failure to use an accountable expense plan can cause all of your expense reimbursements to be taxable income to you? When and how do you determine your housing allowance each year?
Important Retirement Considerations What are 6 biblically-based principles guiding the investments of hundreds of Christians in Upstate SC? How can you leverage clergy tax benefits to increase your savings for retirement? What strategies might enable you to increase your giving in retirement? Did you know there are retirement distribution options only available to ministers through a 403b Plan? As a pastor, how should you plan for your social security taxes?
Free Resources for Each Participant (or Couple) In addition to a suggested list of resources available from various organizations, you will receive a gift bag with stewardship books and pastoral resources helping you minister to your members.
Speaker—Sherri White A minister’s wife with a heart for those in ministry. She is a CPA with over 35 years of accounting and financial planning experience. Sherri has frequently spoken on clergy and personal finance topics at local, state, and national ministry events.
Workshop Times:
Morning Session: 10 am - 11 am Afternoon Session: 2 pm - 3 pm
*Doors open 30 minutes prior; light refreshments will be provided.* |
