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Anderson United Methodist Church

6205 Hanging Moss Road

Jackson, MS 39206

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Refunds up to 7 days before event

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Register now for the Local UMC Taxes and Audit Seminar happening Tuesday, November 13, 2018 at Anderson UMC located at 6205 Hanging Moss Road in Jackson. The seminar will be held from 9:00 a.m. to 4:00 p.m.

Those attending this seminar will gain insight on the following topics:

  • How budgets funded partially outside of church giving can be affected by unrelated business income tax

  • Mississippi sales tax laws and taxes on church utilities

  • Property taxes on church facilities

  • Your local church’s umbrella 501-C-3

  • Audit/review procedures now required by the Miss. Conference

Frank Summerville, CPA, JD and MPA, will lead the session exploring state tax law regarding assessing and taxing personal and real property. Elaine Summerville, CPA and sole shareholder of Sommerville & Associates, P.C. will lead the session discussing unrelated business income tax. Greg Duke, CPA of the Mississippi State Tax Commission will lead the session pertaining to state sales tax. Wil Crawford of BKD CPAs and Advisors LLP, will lead the session on audit requirements as adopted by the 2016 Session of the Mississippi Annual Conference.

The cost of the event is $25 per participant. CEUs will be available for United Methodist clergy and certified church business administrators. Application has been made with the State Board of Public Accountancy for CPE for Certified Public Accountants. A determination will be announced as soon as we receive a determination from the State Board.


Sponsor-Mississippi Conference UMC

9:00-10:00 The United Methodist Group Ruling Form David Stotts, CPA

This session will explain the purpose of a 501-C-3, the United Methodist Group Ruling, who is a part of the ruling and how to get a copy of your determination letter. The General Church provides two types: (1) The Local Church and (2) A non-church related entity. We will explore the application process on line with the United Methodist Church.

10:00-11:00 State Sales/ Use Tax and the Local Church Greg Duke, CPA , State Tax Commission
This session will discuss the church’s requirement to pay sales tax on sales of tangible good, the payment of sales tax to vendors and the exemption from sales tax on utilities for church owned property.

11:00-12:00 Mississippi Real and Personal Property Taxes Frank Sommerville, JD and CPA
This session will explore the state tax law regarding assessing and taxing personal and real property owned by a local church-both incorporated and unincorporated. Local church responsibilities will be explained.


12:00-1:00 Lunch provided


1:00-3:00 Unrelated Business Income Tax Elaine Sommerville, CPA
This session will explore the Unrelated Business Income Tax that churches and related church entities might be facing both on the laws before the tax changes in 2017 and as a result of the 2017 tax law changes.

3:00-4:00 Mississippi UMC Local Church Audit Guidelines Wil Crawford, CPA
The Discipline of the United Methodist Church for many years has required the local church to be audited and present those reports to their District Superintendents annually. The report is on a calendar year basis. In 2016, the Mississippi Annual Conference passed legislation requiring certain engagements based on levels of funding received. This session will review the requirements and seek to explain the various types of engagements that must be obtained from independent persons in the smallest church and Certified Public Accountants in the mid to large size churches.


Hotel room blocks have been made for MS United Methodist Church Conference

Hilton at County Line RD:

https://www.hilton.com/en/hi/groups/personalized/J/JANJHHF-MUMTAX-20181112/index.jhtml?WT.mc_id=POG

Holiday Inn Express Ridgeland/North Jackson Area:

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Best Western Flowood:

https://www.bestwestern.com/en_US/book/hotel-details.25093.html?corpId=01685720

Drury Inn

https://www.druryhotels.com/locations/jackson-ms/drury-inn-and-suites-jackson-ridgeland?utm_source=local&utm_medium=organic&utm_campaign=gmb




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Date and Time

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Anderson United Methodist Church

6205 Hanging Moss Road

Jackson, MS 39206

View Map

Refund Policy

Refunds up to 7 days before event

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