Join us for this informational and instructive seminar!
Clergy Tax Seminar
January 25, 2020
Featuring in-depth information on changes to 2019 tax returns
resulting from the 2017 Tax Cuts and Jobs Act
Students, pastors, and other church leaders are invited to attend either in person at Bethany Theological Seminary or online.
- Learn how to file clergy taxes correctly and legally.
- Comply with regulations while maximizing tax deductions.
- Earn 0.4 CEUs – requires live or online attendance in the first two sessions.
In a new format this year, the annual Clergy Tax Seminar will be broken into three sessions: Clergy Tax Law; the 2017 Tax Cuts and Jobs Act, covering significant changes for 2018 tax returns; and how to use TurboTax to prepare a clergy tax return. As always, the workshop will describe the rules regarding clergy tax returns, updates on important court cases, and practice preparing a clergy tax return. In addition, the many changes affecting individuals under the 2017 Tax Cuts and Jobs Act will be covered in depth in a separate session. Credit for 0.4 CEUs will be available for attending the morning and early afternoon sessions.
This seminar is highly recommended for all pastors and other church leaders who wish to understand clergy taxes, including treasurers, steward commission chairs, and church board chairs.
Sponsors: The Brethren Academy for Ministerial Leadership, the Church of the Brethren Office of Ministry, and Bethany Theological Seminary
- 10:00 a.m.-12:00 p.m. EST: Morning session
- 12:00-12:30 p.m. EST: Lunch on your own
- 12:30-2:30 p.m. EST: First afternoon session
- 3:00-5:00 p.m. EST: Second afternoon session
Registration and Cost
Registration is $30 per person (generally nonrefundable to keep fees and overhead low). Current Bethany, TRIM/EFSM/SeBAH, and Earlham School of Religion students may attend the seminar at no cost, although registration is still required to reserve space and so sufficient materials for your attendance may be prepared. If you will be attending online, your registration will allow us to provide you with web access to the seminar; instructions and handouts will be sent a few days prior to the event. Registrations are not complete until payment is received. For space and quality reasons, registrations may be capped at twenty persons locally and eighty-five persons online.
Prompt registration is advised – registration deadline is January 10, 2019.
Deb Oskin has been doing clergy tax returns since 1989, when her husband left seminary to pastor a small rural Church of the Brethren congregation. As a pastor’s wife and later as a tax professional, she learned the tax problems and pitfalls associated with the IRS’s identification of clergy as “hybrid employees.” In 2011, after twelve years with H&R Block, Deb left to start her own tax practice, specializing in clergy taxes. Clergy clients now make up 75 percent of her client base.
Deb was ordained in 2004 when she was called by the Living Peace Church of the Brethren in Columbus, Ohio, to be their peace minister to the wider community. She served as Southern Ohio District’s board chair from 2007-11 and is currently serving as Southern Ohio-Kentucky 2018 District Moderator. She was elected to the Pastoral Compensation & Benefits Advisory Committee at Annual Conference 2018 and is super excited about it!
She’s been teaching and presenting nationally on clergy taxation to clergy, treasurers and administrators, and tax pros since 2004. Other than the fact that she really likes to talk, Deb does this because of her deep belief that clergy can devote more of their energy to ministry if they aren’t stressed by tax debt.
Deb is an experienced presenter, and despite the complexity of the material, you’ll find yourself laughing. Learn and enjoy!