Webinars:

Clergy Tax & Financial Webinars:

Invest an hour and reap the rewards for years to come with our FREE webinars, workshops and videos.   Utilize all the unique tax benefits available to you.

“Tax-Free Money for Ministers” is available free to all ministers. Register under “Upcoming Events” on our home page or schedule a live presentation for your church or group.

Discover the three major advantages of your clergy tax benefits and how they fit together in a complete plan for optimal financial well-being. You’ll learn tried and true strategies for greater tax savings with valuable take-a ways including how to  keep your housing benefits for life.

Learn about:

  • Social Security Issues & Tax Basics for ministers.
  • Housing Allowance strategies and what to claim.
  • Ministry Expenses/ What to claim & How to report them.
  • Why An Accountable Plan is the right way to go.
  • Clergy Retirement Strategies and how the wrong retirement plan/strategies can cost ministers.
  • How to retain Housing Allowance in retirement.
  • Who is a ‘minister’ by IRS definition?
  • How to save on Social Security tax.
  • And so much more…………..

“Don’t let Ministry Expenses Eat Your Lunch: Set Up and Implement a Hassle Free Accountable Plan”:

Click here to view the FREE video for limited time! Normally this webinar is a great value at $99.  Because we think this information is so important  we’re offering it free to all clergy.  Discover how a properly set up Accountable plan typically puts an average of $3000 into a minister’s pocket.

You’ll find everything you and your board need to fully understand an Accountable Plan and why it’s the best (only) way to correctly categorize and claim business expenses.  It doesn’t cost the church anything while reducing the minister’s audit potential at the same time. We’ll provide easy, accurate instructions so you can easily implement the information and begin saving.

Learn:

  • How to develop and budget an accountable plan to save you save you and your church money.
  • 3 ways to reduce your chances of the being “red-flagged” for an IRS audit.
  • Commonly overlooked ways to reduce your tax burden and save thousands of dollars every year-starting now.
  • How to properly identify Ministry Expenses as church business expenses.

Social Security in a Winning Retirement Strategy

It’s more important than ever to understand the role that Social Security Benefits can and should play in your overall retirement income plan. Connie Nichols, Vice President of BlackRock Investment Advisors presents a masterful overview of how:

  • Social Security benefits work for you and your spouse
  • When to start Receiving Social Security Benefits
  • Explore options to incorporate these benefits into your Wealth Transfer Strategy

5 Winning Behaviors of Successful Investors

Many people actually under-perform their own investments.  You don’t have to be one of them.  Statistics show that your actions, not the market or economy, largely determines your investment success over time. We live in a more complex money-management environment than ever before.  More choices, more products and conflicting information causes a lot of people unnecessary anxiety.  Join us for a refreshing look at how to view investing for your needs and implement a successful strategy in today’s economy.

  • Discover the 5 Behaviors critical to successful long term investing.
  • Understand True Risk.
  • Know the Purpose of each Investment that you own.
  • Learn how to sift through the “noise” of our economic culture.



Not utilizing all of your tax benefits could be costing you thousands of dollars in unnecessary taxes every year. Don’t be a tax casualty and  keep your housing allowance benefits for life.    Transform the way you use your tax benefits. Attend our free, “Tax Free Money for Ministers” and “Don’t Let Ministry Expenses Eat Your Lunch.”

By breaking the puzzle into three main categories and fitting them into a practical and complete plan, you’re likely to see huge savings right away.   Learn how to maximize the critical, “Tax Biggies” and 90% of your tax puzzle is solved:

  1. Housing Allowance
  2. Maintaining Housing Allowance Benefits FOR LIFE & using the right retirement plan
  3. Understanding Ministry Expenses and the Accountable Plan

Using your housing allowance effectively requires much more than  knowing what you can & can’t deduct. Understand three basic principles before setting your housing allowance for the year.  Learn effective strategies for special circumstances like, buying or selling a house to create even more tax deductions.

Keep your housing allowance benefits when you retire. Even if you never plan to retire, you can have the tax free stream of income for life. The wrong kind of retirement plan can cost you your housing allowance benefits and tens of thousands of dollars over the years.  There are unique tax strategies available to pastors, and there are unique financial strategies available as well.

Ministerial Expenses are a huge area of tax losses for ministers without an Accountable plan. If your Accountable Plan isn’t set up and implemented properly, you ARE LOSING significant deductions every year. Discover a host of frequently overlooked deductions AND reduce your audit risk enormously.  If you’re a typical pastor, you could be adding hundreds or even thousands to your income every year.  You’ll have everything you need to present to your board,  implement and budget an Accountable Plan.