Engage with Board of Pensions educators from the comfort of your office, home, or favorite coffee shop to learn about topics important to your well-being through Board University. Our live webinars cover a topic in one of four areas of wholeness — spiritual, health, financial, or vocational well-being.
Board University webinars are for pastors, church workers, and employees of Presbyterian Church (U.S.A.)-affiliated employers who participate in the Benefits Plan of the PC(USA) — at no cost to you.
Webinars last one hour and require a computer, internet access, and computer speakers or a telephone. Webinar attendees are awarded 50 Call to Health points.
Thursday, February 10, 2-3 p.m. ET
Suggested audience: All plan members, spouses, and surviving spouses
Join Susan Holstedt, IRS enrolled agent and owner of S&H Tax Service, and Jacqueline Boersema, certified financial planner and Director of Financial Education at the Board of Pensions, as they discuss tax tips for taxpayers who have not yet filed their 2021 federal tax return. During a 10-minute segment of the webinar, Susan and Jacqueline will offer tax tips specifically for active and retired clergy.
This Tax Tips webinar will help you understand the following topics.
For all taxpayers:
For clergy:
Susan Holstedt owns S&H Tax Service and is enrolled to represent taxpayers before the IRS. She has prepared individual tax returns for over 30 years and often consults with sessions and presbyteries to develop compensation guidelines and maximize pastors' packages, particularly in small churches. Susan also worked as a paraplanner for a team of financial advisers and serves as a finance faculty member for CREDO. She received her bachelor’s and master’s degrees from Austin College in Sherman, Texas.
Jacqueline Boersema is Director of Financial Education at the Board of Pensions. She has 30 years of financial services experience in banking and accounting, advising clients on tax and financial planning matters. She is a certified financial planner, holds an MBA in finance, and is an elder at Sharon Presbyterian Church in Charlotte, North Carolina, where she has served as moderator for the Finance, Investment, and Endowment committees.
The following webinar recordings are available as standalone courses in Board University's e-learning content library, which you can access by logging into Benefits Connect. Upcoming webinars to be held live this year will later be available as recordings.