Seminar Schedule for Summer/Fall 2008

Our Specialists offer customized discussions to familiarize you with all of the unique tax and financial opportunities available to those in ministry. Our seminar topics include:

 Clergy Tax Basics:  We educate you about the four tax principles that are unique to those in ministry. This in-depth presentation focuses on how to utilize those principles to your best advantage. It also defines who a “minister” is for IRS designation and much more.

 

Advanced Housing Allowance Strategies: The single most valuable tax tool available to ministers and those who qualify. This discussion details what ministers can claim and how to do it most effectively.  These strategies can literally save clergy thousands of dollars if applied properly. Our Professionals have a national reputation as being leading authorities in this area.

 

Common Money Mistakes that Ministers Make: Debunk financial myths. Over the years we’ve helped thousands of people develop the best financial strategies. Along the way we’ve witnessed many common fallacies about managing finances. This discussion explains why to avoid certain common practices, especially for ministers with their unique tax issues.

Contact us to register or request information. If you would like to sponsor a free seminar in your area, please call 970.667.5819 or email for availability.

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                        Dates                                                                                   Seminar Topics

August 8 ........................................Parker, CO                                       "Tax Basics & Housing Allowance Strategies"

August 20......................................Albany, NY                                        "Advanced Housing Allowance Strategies"

August 20......................................Cheyenne, WY                                   "Tax Basics & Housing Allowance Stategies"

August 27......................................Castle Rock, CO                              "Tax Basics & Housing Allowance Strategies"        

 

September 11................................Chicago, IL                                             " Advanced Housing Allowance Strategies" 

September 12................................Westminster, CO                                   "Tax Basics & Housing Allowance Strategies"

September 17................................Estes Park, CO                                                                        "

September 23................................San Diego/ Carlsebad, CA                                                      "

September 30................................Lake Campion, NY                                "Tax Basics & Housing Allowance Strategies"

 

October 8..................................... NYC and vicinity                                   "Tax Basics & Housing Allowance Strategies"

November 12...............................Syracuse, NY                                              "Advanced Housing Allowance Straegies"

Registration is required. Dates are subject to change.

Everyone attending a seminar or webinar will receive a packet of materials with resources and an opportunity to ask individual questions during or after the sessions.