2020 Tax Seminars
TMF is sponsoring tax seminars for clergy and church staff or laity participating in the financial management of the local church. If you have questions about the information listed here, contact Sarah Rich at firstname.lastname@example.org.
Register and pay online today! Choose your event:
8:45am - Check-In
9:15am - Clergy Tax Seminar
12:15pm - Lunch (provided)
12:45pm - Afternoon Check-In
1:30pm - Church Finance / Legal Update
Registration fee includes lunch, presentation, all books, handouts/materials, and CPE credit.
Early Bird (before January 15) - One session = $60 or BOTH sessions = $100 ($20 savings)
Standard (after January 15) - One session = $75 or BOTH sessions = $115.|
Clergy Tax Seminar:
Credit: 3 CPE Credit Hours
Objectives: To gain specific 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.
Church Finance / Legal Update:
Credit: 3 CPE Credit Hours
Objectives: 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, reporting, and more.
Frank Sommerville of Weycer, Kaplan, Pulaski & Zuber, P.C. is board certified in tax law and is a licensed Certified Public Accountant. Sommerville has served nonprofit institutions of all sizes as a bookkeeper, accountant, auditor, tax advisor, and more. He has presented seminars on nonprofit taxation and employment issues since 1981, including presenting this Tax Seminar for more than 30 years. Sommerville will present the Temple seminar on 2/10/2020.
Elaine Sommerville is a licensed Certified Public Accountant and sole owner of Sommerville & Associates, P.C. in Arlington. Sommerville's firm provides tax and consulting services to over 300 churches and nonprofit organizations. She is an instructor for American Institute for Certified Public Accountants (AICPA), contributing author to Thomson Reuters/PPC’s Nonprofit Tax and Governance Guide, and presents often on non-profit tax compliance and legal issues. Sommerville will present the Arlington seminar on 2/11/2020.
Rev. David Andersen is a certified public accountant who has served as the Chief Financial Officer / Conference Benefits Officer for the Northwest Texas Conference since 2008. After college, Andersen gained several years of experience as a CPA before beginning his pulpit ministry in 1993. Andersen was ordained an elder in 2014. Andersen will present the Huntsville seminar on 2/13/2020.