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Day 1 Tax issues for the minister & religious worker. Income Tax - General Clergy Definitions, what is income: taxable, non-taxable; employees, independent contractors, housing allowance, social security. Form W-2 in Detail What goes where, due dates. Employee Business Expenses Accountable reimbursement plan; Automobile Deductions Standard mileage rates, cars provided by the church Travel Away From Home What's included in deductible expenses, U.S. travel, foreign travel, spouse's expenses Per Diem Allowances Who gets what deductions, definition Transaction Chart How to handle various transactions Lease Value Table IRS safe harbor Independent Contractor - 20 Factors IRS analysis Housing Allowance - Request For Housing Allowance - Guest Minister Housing Allowance - Sample Wording Minutes Samples:
List of IRS Publications |
Vin Group Seminars Wayne has developed a highly successful seminar entitled "Getting the House in Order." The seminar equips treasurers and ministers in efficient money saving stewardship, with specific training in QuickBooks®. Wayne is available to do a seminar in your area should you want to pull one together for yours and other churches. Please see the upcoming seminars below. The two-day seminar content review follows. (9:00 am to 4:00 pm) with periodic breaks and a one hour lunch break. We can even have you host a seminar in your area.
Day 1 Details |
Day 2 Accounting for Non-Profits Accounting Objectives, assets, liabilities, what's left over Financial Statements 3 basic reports, how to read them Bookkeeping Let's look at those pesky debts and credits, definitions, "T" accounting and their useage Fixed Assets What's included in total cost, depreciation, recording of, how to compile and value Management Reports Budget, comparison reports, trend Accounting Software How to decide what is right Internal Control Definition, safeguarding of assets The Board... So You've Been Asked What is required as a member of the board List for CPA to Look At Preparation for an exam Records Retention Schedule What to keep and how long ECFA - Donors Bill of Rights Evangelical Council on Financial Accountability ECFA - Seven Standards ECFA - Contact Info ECFA - Application Good exercise in financial accountability QuickBooks® for Non-Profits Designing the System Management objectives, type of organization Setting Up the Books 10 step process, entering opening balances Journal Entries Adjusting accounts Tracking Departments/Funds Receiving Money A way to track donor records and issue year-end giving receipts Creating Financial Statements Users and Passwords Security features Audit Trail Tape recorder of transactions, even deleted info Payroll Handling licensed ministers and other employees Budget Setting up, reporting QB (Current Version) Features, changes, upgrading decision Samples: • Contribution receipt current • Contribution receipt year end • Statement of position - Excel • Statement of activities - Excel • Statement of position - QB stacked • Statement of Activities - QB stacked Day 1 Details Back to list of Seminars |
Contact Us email: cpa@vingroup.com |
