Understanding Clergy Taxes

Game Changing Leadership – Understanding Clergy Taxes • February 2023 (Online Workshop)

Clergy face some unique challenges when it comes to things like Social Security payments, estimated tax payments, housing allowances or exclusions, and reimbursed expenses. Your corner tax preparer may not understand the unique situation of clergy and finding a preparer who does can save you substantially in money and aggravation. Join us as Ken Sloane and Don Joiner, a certified financial planner, help us navigate the preparation of clergy taxes and planning for a sound financial future.

Event Details

When is the workshop? Thursday, February 16th, 2023, at 11:00 am CT on Zoom

What is the cost? This workshop is 100% FREE

Can I earn CEU credit? Yes! You can earn .1 CEU credit by attending this event.

How long is the workshop? The workshop lasts for one hour

Who are the speakers? Rev. Dr. Ken Sloane, UMC Discipleship Ministries Director of Stewardship and Generosity; Rev. Don Joiner, Certified Financial Planner; Terri Turner, Methodist Foundation Executive Director

Game Changing Leadership Event Registration with The Methodist Foundation

If you have any issues registering, please email [email protected] with your information.

Speakers

 

Rev. Dr. Ken Sloane, UMC Discipleship Ministries Director of Stewardship and Generosity

The Rev. Dr. Ken Sloane is the UMC’s Director of Stewardship & Generosity housed at Discipleship Ministries (GBOD) in Nashville, TN. He is a clergy member of the Greater New Jersey Conference, where he served 20+ years in local church ministry (including a successful new church start) and 5 years as the Director of Connectional Ministries). In 2006 he was appointed to serve as Director of Communications Ministry at United Methodist Communications and traveled extensively across the denomination doing presentations on how to interpret connectional giving to our local churches. He moved into his Stewardship role on October 1, 2011. He is the author of the 2017-20 Local Church Guidelines for Stewardship (Cokesbury), and a collaborator on the 2017-20 Guidelines for Finance and the Lay Servant Advanced Course, Connectional Living, Connectional Giving, Most recently he has written the content for an inter-agency collaboration, The Generous Church Leadership Course. Ken lives in Nashville with his wife Bridget; they have four grown children, some of whom may be living with them depending on when you ask.

 

Rev. Don Joiner, Certified Financial Planner & Ordained Elder

Don Joiner is an ordained elder in the United Methodist Church and served churches and conference staff in the former Detroit Conference. Don also served on the staff of Discipleship Ministries (formerly General Board of Discipleship) for 35 years, specializing in Stewardship and Planned Giving. While at the General Board of Discipleship, he published 13 books, including “Christians Doing Financial Planning.”

Don is also a Certified Financial Planner, specializing in financial planning and tax preparation for Clergy. He is married to Catherine Joiner, has two sons Paul and Andrew, and six grandchildren.​

 

 



Terri Turner, The Methodist Foundation Executive Director

Terri Turner has been the Executive Director of The Methodist Foundation since 1991, currently overseeing over $133 million in assets for churches. A graduate of Florida State University, Terri spent 13 years in the investment brokerage business and finds her expertise as a financial consultant very helpful in counseling with church members and churches. Responsibilities with the Foundation include overseeing the administration and investment management of permanent gifts and church funds as well as developing programs throughout the conference to encourage good stewardship of God’s gifts. Terri is an active member of the Southeastern Jurisdiction of United Methodist Foundations where she has served as President and is active nationally in Foundation work as a member of the National Association of United Methodist Foundations. Terri and her family are members of FUMC in Dothan, AL.

 

The Methodist Foundation is partnering with Generis to provide this Game Changing Leadership online workshop.

If you have any questions about these events, please call the Foundation office at (334) 793-6820 or email [email protected].