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2019 Tax Seminars

Heartspring Methodist Foundation (soon-to-be Texas Methodist Foundation, or TMF) 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.

New in 2019

LUNCH INCLUDED!
HOUSTON – NEW VENUE
TYLER – NEW PRESENTER

When/Where:

TYLER
Register now

Thursday February 14, 2019

Marvin UMC
HUB Room, 1st Floor
300 W. Erwin Street, Tyler TX 75702
MAP/DIRECTIONS

Presenter: Elaine Sommerville (bio below)

HOUSTON
Register now

Tuesday February 19, 2019

Bellaire UMC
Fellowship Hall
4417 Bellaire Blvd., Bellaire TX 77401
MAP/DIRECTIONS

Presenter: Frank Sommerville (bio below)

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 (provided)
12:45-1:30 pm:    Registration (PM session only)
1:30-4:00 pm:  Church Finance / Legal Update Seminar

Cost:

Each individual session is $60.00. Attend BOTH sessions for only $100.00, a $20.00 savings. The cost of registration now includes lunch, plus 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 2019 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 2019 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:

Elaine Sommerville will present the Tyler seminar. She is a licensed CPA in Texas with 30+ years in practice focusing on churches and other nonprofit organizations. Elaine holds a Bachelor of Business Administration in Accountancy and Information Systems from the University of Texas of the Permian Basin. She is the sole shareholder of the CPA firm, Sommerville & Associates, P.C, located in Arlington where she manages 10 staff members who provide tax and consulting services to over 300 churches and nonprofit organizations.

Elaine is a regular speaker for the Texas Society of CPAs, The Church Network, the Houston Church Co-Op, Shelby Systems and is an instructor for the American Institute for Certified Public Accountants (AICPA).

She is a contributing author to the Thomson Reuters/PPC’s Nonprofit Tax and Governance Guide. Since 2009, she has served as an editorial advisor for Christianity Today’s Church Law and Tax Team and has authored Church Compensation – From Strategic Plan to Compliance (2018 Christianity Today.)

She is a member of the AICPA, the Texas Society of CPAs, and The Church Network and serves on the board of Alive at Last, a ministry dedicated to rescuing young women out of the bondage of human trafficking.

 

Frank Sommerville will present the Houston seminar. Frank is Board Certified in Tax Law by the Texas Board of Legal Specialization and holds a license as a Certified Public Accountant. He is a member of the American Bar Association.

Frank is an attorney with the law firm of Weycer, Kaplan, Pulaski and Zuber, P.C. and has served non-profit institutions of all sizes as a bookkeeper, accountant, auditor, tax advisor and advocate, litigator and legal advisor.

Frank also is a discussion leader for the Texas Society of CPAs (TSCPA) on non-profit issues, and frequent lecturer on nonprofit issues at the University of Texas Law School’s Annual Nonprofit Organizations Conferences and the State Bar of Texas Governance of Nonprofit Organizations Courses, including acting as Chair for 2011. 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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