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Ministry Management Seminars
presents

Year End Tax Filing
For Churches and Ministries

(How to Complete W-2s, 1099-MISC,
Charitable Contribution receipts, and More)

This seminar will provide a detailed step-by-step discussion for bookkeepers, treasurers, business administrators, and/or ministers to help you complete the IRS tax forms required to comply with the latest tax rules unique to churches and ministries including:

CHARITABLE CONTRIBUTIONS

  •   Requirements for receipting cash, noncash, and vehicle contributions

  • When are designated contributions deductible (including missionaries, special appeals to pay medical bills, and more)?

  • Substantiating out-of-pocket expenses for unreimbursed charitable travel

  • When are "suggested donations" not deductible as a charitable contribution?

     

 W-2 / Form 941 Filing

  •  Unique rules for completing a minister’s W-2

  •  For all employees--detailed discussion of what is taxable and nontaxable including health savings accounts, medical expense reimbursements, cell phones, allowances, and other compensation

 

Filing form 1099-misc

  • When does a church file a Form 1099?

  • Examples of services to be reported and exceptions from reporting

  • How to report rents and nonemployee compensation paid

 

other reporting

  • Form 990-T for reporting rental income and other unrelated business income  

  • Washington State sales and B&O tax reporting commonly missed by churches

  • Payments to foreigners providing services in the United States

Question and answer time will also be included during the seminar.
Questions will be answered as time permits.

This seminar qualifies CPAs for 3 hours technical CPE credit

Early Registration Deadline and Fees

sEMINAR DATE

location

Early Registration Deadline
(postmarked on or before this date)

REGISTRATION FEE

befoRE  | aFTER
dEADLINE

Friday,
Nov. 7, 2008
 9:00 am to 12:00 pm

Crossroads Bible Church
15815 SE 37th St.
Bellevue, Washington

Friday,
October 24, 2008

Before Deadline

$65 ea 
first two attendees

$50 each additional

After Deadline

$80 ea first two attendees
$65 each additional

Saturday,
Nov. 15, 2006
 9:00 am to 12:00 pm

Northwest Church, Chapel
34800 21st Ave. SW
 Federal Way, Washington

Friday,
November 1, 2008

Check-in begins at 8:30 . 
Please note--We may not be able to control the room temperature so please bring a coat or jacket in case the room is cool. 

click here for directions

For a printer-friendly version of our seminar brochure click here
 For registration form, click here

(To view the registration forms or brochure you must have the most current version of Adobe Acrobat Reader.  
To get this free of charge click here.)

Rick Battershell has specialized in the accounting and taxation of churches and ministers for over 20 years and has a Master’s Degree in Taxation. Serving churches and other Christian ministries accounts for over 75% of Rick’s CPA practice. He is currently a member of and regular speaker for the Northwest chapter of the National Association of Church Business Administration. He has also been involved in the Washington State Society of CPAs Not-for-Profit Committee for several years.

John Reid is a CPA with more than twenty years of experience serving non-profit organizations. He has a bachelor’s degree from the Masters College (formerly Los Angeles Baptist College, class of 1982) and is licensed to practice accounting in California and Washington State.  John founded a CPA firm in Southern California in the early 1990s specializing in services to the non-profit community.  John is currently employed as Business Administrator of Crossroads Bible Church. Additionally he works with the Evangelical Council for Financial Accountability as a field review representative.

 

Confirmations and Refunds
If you would like to receive confirmation of your registration, please make a note on your registration. Full refunds will not be made unless cancellation is received at least 5 business days prior to presentation date. No-shows will forfeit the registration fee. We will mail seminar materials and audio tapes (if produced) to those who register but are unable to attend.

Questions? Call Darcy at (253) 839-1620  or (877) 634-0281 or contact us by e-mail.

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