UNRAVELING THE MYSTERIES OF CLERGY TAXES
Orange County Chapter In-Person Meeting

Date/Time:

Wednesday, June 12, 2024
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
Lorelei Room
1751 S ELKS LANE
Santa Ana, CA 92705
Plenty of free onsite parking

Topic: 

There are unique challenges and rules in preparing a tax return for clergy/pastors. We will explore pub 157 (guidelines for ministers). The goal of this workshop is to help attendees develop new resources for determining and understanding the tax issues of completing clergy tax returns. We will gain a better understanding of the tax issues facing clergy & ministers. This includes tax information for ministers, members of a religious order, Christian science practitioners and readers, religious workers (church employees) and leaders of an organized sect.

Presenter:

David Eastis, CRTP, CSTC Orange County Chapter President
Mr. Eastis holds various degrees. His BA is in the area of accounting from Indiana University, South Bend. Other degrees held are from the University of La Verne and Bethany Theological Seminary. David currently has a practice located in Brea, California. One of his specialties is dealing with Non-Profit Corporations. As an active member of CSTC, he has held numerous positions of leadership including state president of CSTC and positions within individual chapters. David is a frequent speaker at the annual CSTC Summer Symposium. David has been an annual speaker in our own Greater Long Beach Chapter sharing his expertise on numerous topics.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-01982-24-I
CTEC: 1000-CE-5428

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Price IF REGISTERED BY June 11, 2024
Member Price: $47
Non-Member Price: $77

Registration Price IF REGISTERED AFTER June 11, 2024
Member Price: $57
Non-Member Price: $87

Cancellation and Refund Policy: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.