Webinars

Webinars are presented live, typically last one hour, and require a computer, internet access, and computer speakers or a telephone. Webinar attendees enrolled in the Medical Plan are awarded 50 Call to Health points.

2025 Annual Tax Webinar: Tax Law Essentials and Tips

Thursday, Feb. 13, 2-3:30 p.m. ET
Registration will open in Jan. 2025.
Suggested audience: Taxpayers who have not yet filed their 2024 tax return

The Board of Pensions’ annual tax webinar will be led by Mark Friesen, President and CEO, and Dan Dorsey, Tax Manager, of Clergy Financial Resources, as well as Jacqueline Boersema, certified financial planner and Director, Financial Education, Board of Pensions. Mark and Dan will open with a tax update and outlook for 2025, then discuss tax tips and essential laws related to filing your 2024 federal tax return. The first segment of the webinar will apply to all Benefits Plan members; the second segment will be specific to clergy tax filing.

This annual tax webinar will help you understand the following topics.

For all plan members:

• What’s new? Tax law update and outlook for individual taxpayers in 2025
• Don’t overlook these seven common tax deductions
• Required minimum distributions (RMDs) and qualified charitable distributions (QCDs)

For clergy:

• Clergy basics: dual status, FICA versus SECA, estimated taxes
• Understanding your compensation package
• 2025 housing allowance tips
• Retirement plans and tax implications
• Clergy W-2 and sample return
  

About the speakers

Mark Friesen has been the President and CEO of Clergy Financial Resources since its inception in 1980, committed to serving those who serve for more than 44 years. Under his leadership, the organization has grown to serve over 2,100 churches and ministries annually. Mark is a recognized speaker on church and ministry financial issues and has authored the Clergy Tax Law Short Course, which is widely used by seminaries. His commitment to serving the religious community, his deep understanding of clergy tax law, and his dedication to providing close, personal attention have established him as a trusted adviser and positioned Clergy Financial Resources as a leader in the industry.

Dan Dorsey is Tax Manager at Clergy Financial Resources. Prior to joining the organization, Dan served 28 years as an Executive Pastor at churches in State College, Pennsylvania, and Manahawkin, New Jersey. He is registered with the IRS as an enrolled agent and holds a Bachelor of Science in finance from Miami University of Ohio and Master of Divinity from Columbia Biblical Seminary. Dan has volunteered for 13 years with the Volunteer Income Tax Assistance (VITA) program, which operates nationally, providing free tax assistance to low-income households.

Jacqueline Boersema is Director, Financial Education, at the Board of Pensions. She has 30 years of financial services experience in banking and accounting where she has advised clients in tax and financial planning. She is a registered investment advisor and certified financial planner, holds a Master of Business Administration in finance from DePaul University, and is an elder at Sharon Presbyterian Church in Charlotte, North Carolina, where she has served as moderator of the Finance, Investment, and Endowment committees.

Upcoming webinars

Upcoming webinar dates will be announced soon.

Webinar recordings

Whenever possible, we record our live webinars and make them available as stand-alone courses on the Board of Pensions’ e-learning site. Some of the webinar recordings available for replay include:

• Being Your Own Healthcare Advocate
• Building Financial Resiliency in the Black Community
• College Planning: Birth to Graduation
  
• Estate Planning for Ministers
• Financial Preparation for Aging Parents
• Having the Talk with Your Parents
• Healthy Bodies: Thinking Beyond our Weight Series
  
• Learning about Healthcare Coverage Options for You and Your Family (captioned in English, Korean, and Spanish)
• Money Basics: Let's Build a Plan
  
• 은퇴 계획 (Planning for Retirement)
• 건강 프로그램와 보조 프로그램 이해 및 활용 (Understanding the Board’s Health Programs)

Access webinar recordings

Members and employers who have a user ID and password for Benefits Connect, our benefits management website, can access Board of Pensions e-learning content through the portal.

1. Log in to Benefits Connect and scroll down to the Recommended for Me section.
   
2. Select the Board University tile and click Log in to Lifelong Learning. 
3. After clicking the link, you will automatically be directed to the e-learning site.
4. Inside the e-learning platform, go to the Learning Library and select Webinar Recordings in the Topics filter.

If you are eligible for e-learning opportunities from the Board of Pensions and do not have access to Benefits Connect, you can request access by completing this form. Those eligible include spouses, members employed by an organization affiliated with the PC(USA) or Korean Presbyterian Church Abroad (KPCA), seminary students, and others.