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William Davidson

William Davidson

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  • 4.6 / 5
  • Individual Income Tax preparation for ministers
  • Clergy tax planning
  • Clergy compensation planning
  • Tax Planning and Consultation

Bill Davidson (EA, MDiv, ThM) has worked with ministers’ tax returns and planning for over 35 years.  He is keenly aware how the unique (and contradictory) regulations regarding the taxation of clergy compensation has frequently led to misinformation and inaccuracy.  As Manager with a prominent tax firm he was the “go to” authority for tax professionals who had questions about clergy tax matters.  As an ordained minister himself, he has keen insight into the needs of clergy clients.  

His career as Senior Pastor of churches and Tax Manager specializing in tax preparation and planning for ministers has uniquely prepared him to assist tax professionals in serving their clergy clients.  He also volunteers with the local IRS VITA (Volunteer Income Tax Assistance) program for the underserved sponsored through the United Way.

His courses are more than a “talking head,” charts, and words on a screen.  He brings a creative and refreshing approach to this distinctive area of tax knowledge that provides ample practical examples applying the material presented.

Clergy Housing and the IRS - The Housing Allowance
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Clergy Housing and the IRS - The Housing Allowance
  • May 16, 02:30 PM ET
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
  • Maryland Tax Preparer
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  • 4.7
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Should Ministers Opt Out of Social Security? it Depends!
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Should Ministers Opt Out of Social Security? it Depends!
  • May 17, 01:00 PM ET
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
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  • 4.4
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Clergy Tax Planning
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Clergy Tax Planning
  • May 20, 09:30 AM ET
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
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  • 4.8
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Ministers and the IRS - When an Employee is Also Self-Employed!
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Ministers and the IRS - When an Employee is Also Self-Employed!
  • May 21, 11:30 AM ET
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • Maryland Tax Preparer
  • ORTP
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  • 4.7
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Mail Order Ordination - Does Your Client Qualify for Clergy Tax Benefits?
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Mail Order Ordination - Does Your Client Qualify for Clergy Tax Benefits?
  • May 22, 01:00 PM ET
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • Maryland Tax Preparer
  • ORTP
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  • 4.4
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Clergy Housing and the IRS - The Housing Allowance
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Clergy Housing and the IRS - The Housing Allowance
  • Jun 10, 11:30 AM ET
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
  • Maryland Tax Preparer
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  • 4.7
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Should Ministers Opt Out of Social Security? it Depends!
PREMIUM
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Should Ministers Opt Out of Social Security? it Depends!
  • Jun 18, 04:00 PM ET
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
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  • 4.4
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Clergy Tax Planning
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Clergy Tax Planning
  • Jun 19, 04:00 PM ET
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
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  • 4.8
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Ministers and the IRS - When an Employee is Also Self-Employed!
PREMIUM
premium
Ministers and the IRS - When an Employee is Also Self-Employed!
  • Jun 20, 01:30 PM ET
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • Maryland Tax Preparer
  • ORTP
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  • 4.7
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Mail Order Ordination - Does Your Client Qualify for Clergy Tax Benefits?
PREMIUM
premium
Mail Order Ordination - Does Your Client Qualify for Clergy Tax Benefits?
  • Jun 21, 10:00 AM ET
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • Maryland Tax Preparer
  • ORTP
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  • 4.4
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