Advantage Member Webinar: Mastering the 2025 Tax Season with CPA Elaine Sommerville

Put yourself on a path to mastering the 2025 tax season with CPA Elaine Sommerville, one of the nation’s leading experts in church and nonprofit tax compliance.

Mastering the 2025 tax season just got alot easier, thanks to this 75-minute webinar hosted by Church Law & Tax editor and attorney Matthew Branaugh. Spend some time hitting the highlights, and kickstart the 2025 tax season for church leaders and clergy members.

CPA Elaine Sommerville, who is also a Church Law & Tax Senior Editorial Advisor, offers her insights for mastering the 2025 tax season:

  • Filing requirements for January 31, 2025 to include payroll tax returns (Form 941), and W-2s.
  • Form 1099: reviewing vendor payments and verifying vendor information
  • 2025 payroll: ensuring everything is properly setup and ready to go for the year, including housing allowances and tax deposit requirements

Meanwhile, Sommerville covers a host of other beginning-of-the-year tasks including:

  • Contribution receipts preparation
  • Worker classification review
  • FICA/Medicare taxes for credentialed ministers
  • Update mileage rate reimbursement accounts to match newly established levels

Sommerville also mentions the importance of taking this time to review existing retirement plans to include:

  • Understanding how new laws are affecting plan documents and amendments
  • Determining whether it’s time to redefine acceptable hardship distributions
  • Addressing catch up provisions for those between the ages 60 to 63

Meanwhile, don’t forget to stop by the Church Law & Tax store and pick up a copy of our “2025 Clergy Tax Prep Guide” along with “Federal Reporting Requirements for Churches.” Both are available in PDF format.

Webinar Recording

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Presentation slides

This content is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought. "From a Declaration of Principles jointly adopted by a Committee of the American Bar Association and a Committee of Publishers and Associations." Due to the nature of the U.S. legal system, laws and regulations constantly change. The editors encourage readers to carefully search the site for all content related to the topic of interest and consult qualified local counsel to verify the status of specific statutes, laws, regulations, and precedential court holdings.

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