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 11, 2021, 2:30-3:30 p.m. ET
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 actively employed taxpayers who have not yet filed their 2020 federal tax return. During a 15-minute segment of the webinar, Susan and Jacqueline will offer tax tips specifically for actively employed clergy.
This tax tips webinar will help you understand the following topics.
For all taxpayers:
For clergy:
About the presenter: Susan Holstedt currently lives in Kansas City, Missouri, owns S&H Tax Service, and is enrolled to represent taxpayers before the IRS. She has been preparing 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 para-planner 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.
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.