Church Accounting & Clergy Tax Seminar®
As a member of the clergy, are you aware of the special tax treatment you are entitled to from the IRS? Are you concerned about the increased scrutiny that churches and clergy are under by the governing authorities? Are
your church financial and tax issues becoming more challenging?
Many church officials have found the area of stewardship over
finances and taxes to be a challenge. Through professional advice
and training we can help you overcome this obstacle.
Associates, CPAs has prepared an educational program that explains, in clear understandable language, the components of maintaining adequate financial records, key sections of the tax code that relate specifically to clergy and churches and a systematic approach of transferring this knowledge to church officials who are responsible for keeping watch over church finances.
If you are a leader in a church, responsible for church accounting and/or finances, a trustee, deacon, financial advisor to the clergy, church finance department employee, volunteer, minister, pastor, pastor's wife or overseer, we invite you to attend the "Church Accounting &
Clergy Tax Seminar®." We will show you how to minimize your tax liability and protect the assets of your church. You will learn how to deal with the Internal Revenue Service in the event of an audit. We will share strategies with you to deal with the collections department of the IRS. Contact us for the seminar schedule.
Registration begins at 8:45 a.m.
Seminar: 9:00 a.m. - 4:00 p.m.
Wednesday, October 9, 2013
Courtyard By Marriott
4640 Merchants Park Circle
Collierville, TN 38017
Overland Park, KS
Wednesday, October 23, 2013
Matt Ross Community Center
Overland Park, KS 66204
Saint Louis, MO
Wednesday, October 30, 2013
8001 Dale Avenue
Righmond Heights, MO 63117
MEET THE PRESENTERS
Darlene M. Davis is the Principal owner of Davis Associates, CPAs. She created the Church Accounting & Clergy Tax Seminar® out of purpose. As an early teenager growing up in the church she joyfully accepted her assigned church duties of Sunday school treasurer, finance department officer and ultimately church comptroller. She has operated on the front line of church business and currently serves as a trusted advisor to the clergy and the church. By the time she earned a Bachelor of Science degree from St. Louis University she knew that God had ordained her steps to educate His people on the proper handling of His money.
Davis is a Certified Public Accountant with nearly 30 years of progressive accounting, audit, consulting and tax experience. She is dedicated to sharing her knowledge and success with the church community. As she leads the Church Accounting & Clergy Tax Seminar® throughout the United States, she would like to share her knowledge and this information with you to help you become a better steward of God’s money.
Davis has been blessed of God to have the oratory presence and ability to take an otherwise bland, complicated topic, bring it to life in an understandable manner and make it relevant to everyday people. Darlene Davis is recognized as an expert in her field as evidenced by numerous awards, accomplishments and honors such as Financial Services Advocate of the Year by the United States Small Business Administration, The CPA Women To Watch Award by the American Institute of CPAs in conjunction with the Missouri Society of CPAs, MBE of the Year - Financial Services by the St. Louis Minority Business Council, Most Influential Women in Business by the St. Louis Business Journal, Phenomenal Woman of Metropolitan St. Louis by the Center for Racial Harmony and Best Accountant nominee by the St. Louis Small Business Monthly.
Mona L. Jefferson has over thirty (30) years of experience in tax preparation and financial consulting. She lends her expertise as Tax Manager of Davis Associates, CPAs. Jefferson realizes that God has entrusted her with this knowledge. Therefore, she sees it as a ministry. She works with local church leaders helping them to bring their accounting practices in line with Internal Revenue Service (IRS) regulations and assists them will all tax-related issues they may have.
Mona Jefferson considers it a wonderful privilege doing God’s work. Of all the businesses in existence, she sees none more important than the local church. While the local church's primary purpose is to minister to the souls of its congregants, at the same time it is a business. Her desire is to see them operate with a spirit of excellence in all of their financial matters.
Mona Jefferson’s areas of expertise include:
- Tax Preparation for Ministers
- Electronic Recordkeeping
- Optimizing Payroll Packages for Ministers
Mona Jefferson has spent the last fourteen years working with churches in the greater St. Louis metropolitan area. She realizes that it is now time for her to reach out in a broader way and assist churches nationally with the knowledge God has entrusted unto her.
Church Accounting and Payroll
Learn how to maintain financial accounting records and tax reporting
documents that comply with regulations and the importance for
the officers, trustees and board members to adhere
to these guidelines.
IRS Approved Tax Strategies — Minimizing
Ministers' Tax Liabilities
The moderator will discuss how to properly structure a minister's
compensation package to minimize taxes and how to protect the
clergy from being audited.
God's Money — Internal Control for Churches
The moderator will give an overview of internal control procedures to minimize the risk of misappropriation, waste and fraud of church assets.
Tax & Legal Issues Faced by the Clergy
This session will cover recent IRS tax
lawsuits involving ministers and how they could have been prevented
and how the church can better protect the clergy from the IRS.
Your Minister is Being Audited — What Do You Do Now?
Don't Panic! Learn what to expect from an IRS audit and what to do to get through the audit. Learn why you should not represent yourself during the audit and what you should never say to the IRS. Learn what information you must be prepared to share with the auditor and what assistance your church may provide you during the audit.
Board Members/Trustees Personal Liability over Church Affairs
Has the IRS issued you a huge tax bill that you cannot pay? Learn ways to deal with the IRS collection process to reduce tax bills, penalties and interests. Learn how the IRS transfers withholding tax liability to individual Board Members/Trustees personally.
Biblical Principles for Wealth
Journey through the bible to see what God says about money management, prosperity and wealth.
Finances and the Pastor's Spouse
The spouse of a minister enjoys many benefits while supporting the Pastor. Many times if the first lady has not done adequate planning she may be left with minimal or no support once the pastor is no longer in position. Learn what the first lady needs to know to protect her interests.
Social Security Benefits and the Clergy
A much needed discussion that covers how your social security benefits will be impacted by your clergy earnings.
Comments from Seminar Participants
"I believe Davis Associates is ordained of God for such a time as this. I believe God raised up Mrs. Davis and gifted her to help his churches in the area of order, integrity, honesty and credibility. There are things God has for His church that He does not want the devil to steal, so He sent wisdom in the name of Davis Associates."
Pastor Raymond Horry - Ark of Safety Church
"The seminar was excelllent! The fact that the room was still full after seven hours speaks volumes. Tremendously informative, presented in an easily understandable manner"
Irene J. Smith - Transformation Church and World Outreach Center
have attended the Chitwood Seminars and I feel by far
today was much more valuable, to the point and presented
in a more relaxed atmosphere."
Gale Smith - True Redemption Center
"I am so happy I came! Time went by quickly and I learned more than I have ever learned in one seminar."
Shonte Young - St. Louis, MO
"I believe you have armed me with the necessary tools for my church, especially to set up internal controls, as well as the service I provide to other ministers. THANK YOU!"
Staci Liddell - West End Mt. Carmel Church
"Great Seminar! Enlightening for lay people who handle church finances. Put the importance and emphasis that should go along with the ministers of the church."
Arlene Bowden - Rock of Ages Baptist Church
"This was my first seminar. I have received a lot of information concerning accountability and documentation to help our church to be more financially responsible. It also serves as tools to be effective in God's House. I'm glad I came."
Diane Yates - St. Louis, MO
"Excellent and relevant seminar for pastors, leaders and financial members. This was my third year and I still gained valuable knowledge. God bless Ms. Davis and her staff."
Deborah Anthony - St. Louis, MO
"I am so thrilled to see a minority-owned organization that inexplicably serves the community on multiple levels, and is also church friendly."
Pastor Nathaniel Warren
"Excellent presentation of material. Made it very simple for 'common' non-accounting people."
"I really enjoyed this seminar and learned what we are doing correctly and what we are doing wrong and how to improve."
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4119 N. Hwy 67
Florissant, MO 63034
Fax: (314) 653-0019