OC NACBA “Lunch and Learn”

Join your fellow Orange County church business administrators for a complimentary lunch and an opportunity to hear the latest church legal and tax updates from attorney and CPA Frank Sommerville, one of the nation’s top experts on non-profit tax and legal issues.

Space is limited. Reserve your spot by emailing Michael Welles at mwelles@calvarylife.org.

Overview

March 22, 2012
11:30 a.m. — 1:30 p.m.

Mariners Church
5001 Newport Coast Drive
Irvine, CA 92603
More Information

What you can expect:

  • Church legal and tax updates
  • Time to network with other ministry leaders
  • Complimentary lunch

Who should attend:

  • Business administrators
  • Church financial decision makers

Presenters

Frank Sommerville

Weycer, Kaplan, Pulaski & Zuber, P.C.
Attorney and CPA







Frank Sommerville is a shareholder in the law firm of Weycer, Kaplan, Pulaski & Zuber, P.C., in Houston and Dallas, Texas. He received his bachelor’s degree in business from Texas Wesleyan University. He received his masters in professional accounting from the University of Texas at Arlington. His law degree is from the University of Houston Law Center. He holds a license as a Certified Public Accountant (CPA). He is also board certified in Tax Law by the Texas Board of Legal Specialization. He is rated AV (highest possible) by Martindale-Hubbell Legal Directory.

Mr. Sommerville has served nonprofit institutions of all sizes as a bookkeeper, accountant, auditor, tax advisor and advocate, litigator, and legal advisor. He has presented seminars on nonprofit taxation since 1981. He has presented lectures on nonprofit litigation at the University of Texas Law School's 8th, 9th, 18th, 20th, and 23rd Annual Nonprofit Organizations Conferences. He also presented lectures for the State Bar of Texas Governance of Nonprofit Organizations Courses. He regularly assists churches in preventing litigation, including those that originate with accusations of sexual misconduct.

Mr. Sommerville is a member of the American Bar Association (Litigation and Tax Sections, member of the Exempt Organizations Committee), The State Bar of Texas (Litigation and Tax Sections, 2002-2010: Chairman of the Nonprofit Corporation Subcommittee), Tarrant County Bar Association (Litigation and Tax Sections) and the TSCPA. He served on TSCPA's Texas Tax Institute Committee (Chairman in 2000) and on the Nonprofit Organizations Conference Committee (Chairman for 2009-2010). He was a member of the National Board of Directors for Christian Management Association (CMA) from 1993 to 1999. He has spoken at numerous CMA national conventions since 1988. Due to his significant contributions to the church administration profession, he was inducted into the NACBA Hall of Fame in 2003. In 2005, 2006, and 2007, The Church Report, a magazine serving larger churches, named Mr. Sommerville as one of the 50 most influential Christians in America. In 2011, the Evangelical Council for Financial Accountability (ECFA) named Mr. Sommerville to its Panel of Legal Experts to assist Senator Grassley and ECFA’s Commission for Accountability and Policy for Religious Organizations.

Mr. Sommerville is one of the contributing authors to PPC’s Nonprofit Tax & Governance Guide: Helping Organizations Comply (2011). He is a regular contributor to many publications, including Christianity Today and Your Church. He is a member of the Experts Panel for ChurchSafety.com and posts answers regularly. He has written more than 60 articles on nonprofit issues, most of which are available at www.wkpz.com.

Mr. Sommerville is also part of the WKPZ team that assists with employment and Employee Retirement Income Security Act (ERISA) issues. He has represented nonprofit and religious organizations in disputes with former employees regarding benefit plans, retirement plans, and termination including employee discipline. He counsels nonprofit and religious organizations regarding compensation planning, employee handbooks, employment policies, employment agreements, intellectual property policies, and proper treatment of clergy and rabbis.

Mr. Sommerville resides in the Dallas, Texas area and has served on the boards of various nonprofit organizations. At various times, he has acted as chairman, secretary and treasurer for nonprofit organizations. His volunteer activities have served a wide range of organizations from United Way agencies to the Dallas Center for Nonprofit Management, and his local church.

Location

Mariners Church, 5001 Newport Coast Drive, Irvine, CA 92603




Get directions with Google Maps.