2023 Tax Seminars
Jan 31, 2023
The Texas Methodist Foundation (TMF) is offering seminars for clergy and church staff or laity participating in the financial management of the local church.
This year choose whether you want to enjoy the helpful content you have come to expect from the Tax Seminars in person or online via Zoom. Whichever you select, you will have all your questions answered with Elaine and Frank Sommerville, and earn CPE credit.
Clergy Tax Sessions
February 8, 2023 | 9:00 AM - 11:00 AM
Houston, TX
2 Credit Hours of CPE
February 16, 2023 | 9:00 AM - 11:00 AM
Austin, TX or virtual
2 Credit Hours of CPE
Church Finance
February 8, 2023 | 12:00 PM - 4:00 PM
Houston, TX
4 Credit Hours of CPE
February 16, 2023 | 12:00 PM - 4:00 PM
Austin, TX or virtual
4 Credit Hours of CPE
The registration fee includes all handouts/materials and CPE credit:
- In-Person w/lunch (both sessions) - $100 ($10 savings)
- In-Person w/lunch (only clergy session) - $40
- In-Person w/lunch (only church finance session) - $70
- Virtual (both sessions) - $80 ($10 savings)
- Virtual (only clergy session) - $30
- Virtual (only church finance session) - $60
Clergy Tax Seminar
Prerequisites: None
Credit: 2 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 Seminar
Prerequisites: None
Credit: 4 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.
Speakers:
Elaine Sommerville, CPA
Elaine is a licensed Certified Public Accountant in Texas. For 35 years, her practice has focused on tax compliance aspects of nonprofit organizations and churches. She is the sole shareholder of the CPA firm of Sommerville & Associates, P.C. located in Arlington, Texas, which provides tax and consulting services to over 300 churches and nonprofit organizations. Elaine is married to Frank, and the team will lead our Church Finance session together.
Frank Sommerville
Frank is a shareholder in the law firm of Weycer, Kaplan, Pulaski & Zuber, P.C. in Houston and Arlington, Texas. He is Board Certified in Tax Law and licensed as a Certified Public Accountant. Frank has presented seminars on nonprofit taxation and employment issues since 1981, including this annual tax seminar for more than 30 years. Frank is married to Elaine, and the team will lead our Church Finance session together.
Questions? Reach out to Krystol Wheeler at email hidden; JavaScript is required