This seminar is jointly sponsored by the United Methodist Foundation of New England (UMFNE) and The Preachers' Aid Society. Offered on a yearly basis, it is led by Mark Conner CFP & Wee-Li Tan, UMFNE President. It specifically targets all clergy, PPRC/SPRC members, and church treasurers. Especially encouraged to attend are those who are newly ordained or commissioned.
Who Should Attend:
Clergy
Church Treasurers
PPR/SPR Committee Members
Topics Include:
- Overview of clergy taxes, including case studies
Structuring compensation/benefits packages to minimize taxes
Review of Elective Pension Deferrals and CRSP, the new "Clergy Retirement Security Program"
Tax saving steps you need to take now
Handouts and sample resolutions to guide you and your PPR/SPR Committees
Next seminar to be held January 2009
Each participant is given an evaluation sheet to fill out at the seminar. (View sample evaluation sheet)
Read participant feed back here.