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CLERGY TAX RETURNS: SERVING THE VERTICAL MARKET OF HOUSES OF WORSHIP
Tuesday, June 18, 2024 · 2:00 p.m.
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Eastern Time (US & Canada) (GMT -4:00)
About this Webinar
Led by Ericka Williams, EA, this webinar is tailored specifically for tax professionals serving faith leaders and houses of worship. In this session, we'll uncover and clarify common misconceptions and errors often encountered in clergy tax returns and house of worship finances.
Learn practical strategies for setting up QBO Online Payroll for clergy members, along with effective worksheets for streamlined tax preparation. Plus, discover innovative advisory services to offer houses of worship and tax-saving strategies for individual clergy members. Don't miss this opportunity to enhance your expertise and better serve your clients in the religious community!
This course qualifies for (2) continuing education credits.
Agenda
Find, communicate, and eradicate common misconceptions and mistakes made by Houses of Worship and the Clergy.
Set up QBO Online Payroll for Clergy and worksheets for tax preparation.
Implement new advisory service offerings to Houses of Worship and tax strategies for the individual Clergy.
Ericka Williams, EA
Founder of Trinity Global Financial Group, PLLC
Ericka S. Williams, EA, NTPIF, and founder of Trinity Global Financial Group, PLLC in Tallahassee, FL. Ericka Williams is a Certified QuickBooks ProAdvisor, Accountant, Tax Instructor, and Enrolled Agent. She has over 20 years of experience in Individual, Small business, and corporate taxes with a niche is clergy and overseas ministry taxation. She also teaches individual and corporate taxation at Florida A&M University. She has a master’s degree in accounting and financial management and a Bachelor’ Degree in Accounting. Ericka uses real-life situations to educate other tax professionals on various tax situations.