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CCH Presents Audio Seminar: Clergy and Taxes: Compliance and Planning, Issues and Opportunities
(RIVERWOODS, ILL., March 18, 2008) – CCH, a Wolters Kluwer business and a leading provider of tax, accounting and audit information, software and services is presenting a two-hour audio seminar entitled Clergy and Taxes: Compliance and Planning, Issues and Opportunities on Thursday, March 27, 2008 at 1 p.m. Eastern; noon Central, 10 a.m. Pacific (CCHGroup.com/AudioSeminars).
“There are more than 420,000 members of the clergy in the United States, but unfortunately, too often, their tax returns are improperly prepared and don't take full advantage of the tax laws,” said Joseph Gornick, CCH seminar manager. “In this seminar, Lawrence Dresner, an acknowledged expert in the field, will share his insights on the unique tax situations that must be addressed in serving this significant group.”
In the program, Dresner will discuss the major tax issues involving clergy and their advisors: the IRS’ definition of clergy; clergy’s dual tax status as it affects withholding for employment taxes, Social Security and Medicare; qualified and non-qualified services; parsonage issues; accountable and non-accountable plans for business-related expenses; the “Deason Rule”; 403(b) Church Plans; and retirement plan distributions.
In addition, the presentation time will include ample opportunity for participants to ask their most pressing questions to Dresner.
About the Speaker
Laurence Dresner is a Chartered Financial Consultant (ChFC), a financial planner for more than 12 years, an Accredited Tax Preparer (ATP) and a registered investment advisor. Mr. Dresner is also the author of Personal Finance for Clergy, a columnist and a public speaker. His articles have appeared in CCH’s Journal of Practical Estate Planning (“Clergy Present Special Opportunities and Challenges”), Financial Planning Magazine (“Ministering to the Clergy”), local newspapers and web sites. The Electronic Accountant interviewed him for an article about practitioners specializing in serving clergy titled “Clients of the Cloth.” His newsletter, Your Financial Advisor, is distributed to more than 4,000 readers.
Dresner is a member of several tax and financial industry organizations, including the Financial Planning Association (FPA) and National Association of Tax Professionals (NATP). His web site address is ClergyPlanning.com.
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the $249 per-site fee, an unlimited number of listeners at a site can participate and get-up-to-speed and in-the-know on these important topics.
Two hours of CPE credit are also available for the seminar for an additional $25 for each person wishing to receive a CPE certificate for participation in the seminar.
Along with detailed handout materials, each site registering for this audio seminar will receive a free issue of CCH’s Journal of Practical Estate Planning and a copy of Top Financial and Estate Planning Issues as a special bonus.
How to Register
To register online using a credit card, go to http://www.krm.com/cch. To register by phone, call CCH Customer Service at 1-800-775-7654. For more information, go to CCHGroup.com/AudioSeminars.
About CCH, a Wolters Kluwer business
CCH, a Wolters Kluwer business (CCHGroup.com) is a leading provider of tax, accounting and audit information, software and services. It has served tax, accounting and business professionals and their clients since 1913. Among its market-leading products are The ProSystem fx® Office, CorpSystem®, CCH® Tax Research NetWork™, Accounting Research Manager® and the U.S. Master Tax Guide®. CCH is based in Riverwoods, Ill.
Wolters Kluwer is a leading global information services and publishing company. The company provides products and services for professionals in the health, tax, accounting, corporate, financial services, and legal and regulatory sectors. Wolters Kluwer had 2006 annual revenues of €3.4 billion, employs approximately 18,450 people worldwide, and maintains operations across Europe, North America, and Asia Pacific. Wolters Kluwer is headquartered in Amsterdam, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices. For more information, visit www.wolterskluwer.com.