Nov. 2, 2023
7:30 PM - 9:00 PM
Online - Zoom Link to be provided
Maximize your tax benefit surrounding the housing allowance.
Section 107 of the Internal Revenue Code allows clergy to exclude a portion of their income from taxation if used for housing. This housing allowance can be a beneficial tax benefit.
Unfortunately, some clergy view the housing allowance as a tax burden or something to offhandedly consider at tax time. This webinar will review the rules surrounding the housing allowance for active and retiring clergy and help you make the most of your benefit.
This presentation is for any clergyperson and your spouse, as this webinar will provide information useful to both of you.
Presented By: Andrew Zumwalt
Our presenter for Clergy Focus on Housing Allowance is Andrew Zumwalt, with the University of Missouri Personal Financial Planning Program.
Andrew Zumwalt, a CERTIFIED FINANCIAL PLANNER®, with degrees in Business Administration and Economics, is an Assistant Teaching Professor at the University of Missouri and the resident tax expert for the department.
Additional Presenter: Chris Bouchard
Assisting Andrew Zumwalt with this webinar is Chris Bouchard, C2FM Associate Director and C2FM Financial Coach.