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2017 Tax Seminars

Heartspring Methodist Foundation and the Texas Conference are again co-sponsoring seminars for clergy, and church staff or laity participating in the financial management of the local church.

REGISTER and PAY online!
Please choose a date to get started.

When/Where:

HOUSTON

Wednesday
FEBRUARY 15, 2017

TYLER

Tuesday
FEBRUARY 21, 2017

St. Paul’s UMC
5501 Main St.
Houston TX 77004
Marvin UMC
300 W. Erwin St.
Tyler TX 75702
Presenter: Frank Sommerville Presenter: Nate Berneking

If you prefer to register by mail, please download a PDF of the registration form to print and send along with your check.

Schedule:

8:45-9:15 am:      Registration
9:15-12:15 pm: Clergy Tax Seminar
12:15-1:30 pm:    Lunch on your own
12:45-1:30 pm:    Registration (PM session only)
1:30-4:00 pm:  Church Finance / Legal Update Seminar

Cost:

Each individual session is $45.00. Attend BOTH sessions for only $80.00. The cost of registration includes the book(s), all related handout materials, and presentation.

Details:

Clergy Tax Seminar:
There are no prerequisites to attend. Attendees should expect to gain knowledge about relevant changes to current tax laws, and learn about payroll issues related to ministers such as employment status, housing allowances, reimbursable expenses, tax free benefits, retirement plans, and more. The presenter will be using the 2015 version of Zondervan’s Minister’s Tax and Financial Guide, a copy of which is included with your registration.

CPE: 3 hours of Continuing Professional Education Credit.

Church Finance & Legal Update Seminar:
There are no prerequisites to attend. Attendees should expect to gain specific knowledge about relevant changes to current tax laws, and learn more about the basics of general church finance, including how to handle unique issues related to church employees and contractors, reimbursement plans, charitable gifts, tax deductible contributions, expense reimbursement, financial records and reporting, and more. The presenter will be using the 2015 version of Zondervan’s Church and Non-Profit Tax and Financial Guide, a copy of which is included with your registration.

CPE: 2.5 hours of Continuing Professional Education Credit.

Speakers:

Rev. Nate Berneking will present the Tyler seminar. He is Director of Finance and Administrative Ministries for the Missouri Annual Conference. He attended seminary at Emory University’s Candler School of Theology a few years after his work as an attorney in corporate law. He served as pastor in St. Louis and Chesterfield, Missouri before joining the staff of the Missouri Annual Conference. Berneking is currently writing a book on clergy finance slated to be published in 2017.

Frank Sommerville will present the Houston seminar. He is an attorney with the law firm of Weycer, Kaplan, Pulaski and Zuber, PC and has served non-profit institutions of all sizes as a bookkeeper, accountant, auditor, tax advisor and advocate, litigator and legal advisor. Sommerville also is a discussion leader for the Texas Society of CPAs (TSCPA) on non-profit issues. His law practice concentrates on taxation, church and non-profit legal issues, estate planning, probate and related taxation.


For more information, contact Krystol B. Wheeler.

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