UNRAVELING THE MYSTERIES OF CLERGY TAXES
San Gabriel Valley Chapter In-Person Meeting

Date/Time:

Wednesday, October 2, 2024
12:00 PM to 3:00 PM

Location:

Dennys Cafe
left banquet room
1021 San Gabriel Blvd
Rosemead, CA 91770
General Parking Available

Topic: 

There are unique challenges and rules in preparing a tax return for Clergy/Pastors. We will explore Pub 157. This includes tax information for the following classes of taxpayers: Ministers, Members of a religious order, Christian Science practitioners and readers, Religious Workers, Leaders of a recognized religious sect. We will explore, sources of income and fringe benefits, wages, self-employed income and tax-exempt allowances. The goal of this workshop is to help the attendee to develop new resource tools for determining and understanding the tax issues for completing Clergy tax returns.

Presenter:

David Eastis, CRTP, BA, MA
David Eastis, joined the California Society of Tax Consultants in 2004. He has served as Secretary for theGreater Long Beach Chapter. In 2012 he completed a 4 year term as Secretary. Served as 1st Vice President for the Society and served as CSTC President in 2015 and 2016. He is currently serving as president of the Orange County Chapter. He has been encouraged to share his interest in teaching and speaking at local chapters, at Summer Symposium, Fall Forum and has instructed the CSTC Fundamentals Class in the Fall.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02031-24-I
CTEC: 1000-CE-5487

Knowledge Level: Advanced (More experienced)

Cost:

Registration Fee (Member): $50
Registration Fee (Non-Member): $80

Cancellation and Refund Policy:
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.