Clergy Taxation: Housing Allowances, W-2 Reporting, Deason Rule, Gifts, and Social Security
Recording of a 110-minute CPE webinar with Q&A
This course will explain the unique aspects of tax return preparation and planning for members of the clergy. Our panel will cover the treatment of earnings by ministerial employees, including employment by a congregation, retirement income, social security, gifts, and housing allowances.
- Who is a minister?
- W-2 or independent contractor
- Housing allowance
- Forms of income including gifts and honorariums
- Fringe benefits
- Retirement considerations
- COVID-19 Relief for Nonprofits
Our speaker will review these and other notable issues:
- Who is a minister for tax purposes?
- What are deductible housing costs for clergy?
- What income or benefits are taxable to ministerial employees?
- How to properly prepare a clergy employee's Form W-2
Abraham Alston, Jr., CPA, MS
Alston & Company
Mr. Alston specializes in meeting the financial administration and tax needs of churches and other nonprofit... | Read More
Mr. Alston specializes in meeting the financial administration and tax needs of churches and other nonprofit organizations. He has extensive knowledge and vast experience in accounting, auditing, and tax-related services. Mr. Alston has over 20 years of expertise specializing in a wide array of financial and tax-related services.Close
Hartley Tax & Accounting
Ms. Hartley provides ministers with expert tax consultation concerning ministry tax. She is a tax accountant... | Read More
Ms. Hartley provides ministers with expert tax consultation concerning ministry tax. She is a tax accountant specializing in ministry tax and accounting with 33 years of experience in the accounting field and 28 years specializing in ministry tax.Close
Vonna Laue, CPA, MBA
Financial Management (Ministry)
Ms. Laue has worked with ministries and churches for over 20 years. She is a former partner for a national CPA firm... | Read More
Ms. Laue has worked with ministries and churches for over 20 years. She is a former partner for a national CPA firm serving not-for-profit entities through audit, review, tax, and advisory services. Recently, Ms. Laue held the role of executive vice president for an organization that works to enhance trust in the church and ministry community. She is currently serving ministries through financial and operational consulting engagements. Ms. Laue has served on local, national, and international boards and has published articles in multiple national publications as well as co-authored three books. Her speaking experience includes a variety of regional and national conferences.Close
Access Anytime, Anywhere
CPE credit is not available on downloads.