Avoiding Common Accounting & Tax Mistakes when Serving Houses of Worship & Clergy

$60 – Members (with member discount code)
$75 – Non-Members
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NOTE: Members must use member discount code at time of registration to receive member rates. Enter coupon code on payment screen. Do not pay full amount & request refund. A $25 administrative fee will be deducted in those cases.

PROGRAM DESCRIPTION: Avoiding Common Accounting & Tax Mistakes when Serving Houses of Worship & Clergy
IRS Program: QSRNU-T-00607-23-O
In this seminar, we’ll dig deep into client advisory and tax opportunities for accounting professionals who want to serve the vertical market of Houses of Worship (HOW). You’ll gain valuable insights and hear fresh ideas and opportunities as we look at Houses of Worship from both sides of the pulpit. We will be uncovering common accounting misconceptions and from the vantage point of the House of Worship as well as often‐overlooked tax strategies from the Clergy’s perspective.

Learning Objectives:
- Find, communicate, and eradicate common misconceptions and mistakes made by
HOWs and the Clergy.
- Setup workflows utilizing QBOnline Payroll for Clergy and Houses of Worship.
- Review a Case Study of a minister’s tax return and apply all of their specialized tax laws to
the minister’s tax situation.
- Immediately implement new advisory service offerings to Houses of Worship as well as
tax strategies for the individual Clergy.

Prerequisites: Basic knowledge of federal taxation in the U.S.
Program Level: Basic/Intermediate


ABOUT THE PRESENTER
Ericka S. Williams, EA NTPIF is the founder of Trinity Global Financial Group, PLLC, in Tallahassee, FL. Her firm provides bookkeeping, tax preparation, IRS representation, QuickBooks Training, and tax seminars. She has over 16 years of experience in IRS audits, appeals, installment agreements, innocent spouse cases, Offer in Compromise, and Liens and Levy removals. She also teaches individual and corporate taxation at Florida A&M University.

REFUND POLICY
Refunds will be honored if written notification is received at the Administrative Office within 5 business days of the webinar. A processing fee of $25 will be deducted from the refund. Cancellations within 5 business days of the webinar will not be accepted. Substitutions are allowed if received 48-hours prior to the start of the webinar. "No shows" forfeit their fees.

CANCELLATION
VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

COMPLAINT RESOLUTION
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.

Virginia Society of Enrolled Agents is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions
Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.