Better understand how to assist religious organizations in keeping their exemption and what pitfalls to look.
Although churches and other religious organizations are generally tax exempt, tax is a pervasive issue for religious organizations and clergy. Attendees can expect to gain a deeper understanding of the taxation of clergy and churches. Especially in regard to assisting religious organizations keep their exemption, what pitfalls to look for when representing a religious organization, and how to assist religious organizations if they are subject to tax inquire by the Internal Revenue Service. This workshop is critical for practitioners who represent churches or clergy members.
Learning Objectives
- You will be able to define ‘Clergy’, ‘Religious Organization’, and ‘Church’.
- You will be able to discuss the process of a tax inquiry and church examination.
- You will be able to explain the rules surrounding charitable deductions and § 170.
- You will be able to recognize potential pitfalls relating to prohibited church activities.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
| Background Information and Definitions | |
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| Clergy Wages | |
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| The Charitable Contribution Deduction | |
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| Church Audits and § 7611 | |
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| Pitfalls | |
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
Live Webinar Registration
- AIPB 2.0
- This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
Enrolled Agents 2.0
- In accordance with the standards set forth in Circular 230 section 10.6, CE credits have been granted based on a 50-minute hour. This program qualifies for 2.0 Continuing Education Credit(s) for enrolled agents.
CPE 2.0 including Taxes 2
- Lorman Education Services 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 web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 2.0 hours. Prerequisite: basic knowledge of taxation. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
Who should attend?
This live webinar is designed for accountants, CFOs, controllers, accounts payable professionals, tax managers, presidents, vice presidents, bookkeepers, business owners, tax preparers, and enrolled agents.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Mark Mesler, Esq.
Asbury Law Firm
- Senior Counsel at Asbury Law Firm
- Retired Principal at Ernst & Young where he led the firm’s Tax Controversy practice for the Central and Southeast U.S.
- Over 35 years of experience working with the IRS in all matters, from the defense of the transfer pricing disputes to the abatement of penalties asserted against individuals
- Previous member of the Internal Revenue Service Advisory Council and served as Chair of the Large Business & International sub-group of IRSAC
- Had served as a trial attorney for IRS Chief Counsel
- Authored articles and delivered presentations on current tax examination issues, including practical implications of revenue procedures and valuation expert involvement in examination and appeals
- J.D. degree, Georgia State University; B.S. degree, Baptist University of America
- Can be contacted at [email protected] or 404-382-9942
Andrew R. Vazquez, Esq.
Asbury Law Firm
- Associate at Asbury Law Firm, Tax Counsel
- Practice focuses on federal and state tax controversies, tax litigation, business tax planning, corporate organization, estate planning, and probate
- Was the 2023 Chair of the Taxation Section of the State Bar of Georgia and is named a Best Lawyers 2021-2024 Ones to Watch for Tax Law
- Prior to joining Asbury Law Firm, had practiced in Atlanta representing clients in the resolution of federal and state individual income, corporate income, and employment tax issues
- Delivered presentation at the National Conference for Special Needs Planning and Special Needs Trusts, delivering insightful strategies on ‘Settling IRS Disputes Without Litigation’
- J.D. degree, Georgia State University College of Law; B.A. degree, Georgia State University
- Can be contacted at [email protected] or 404-382-9942
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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