› Back

› Personal Tax Preparation & Planning

› Tax Reviews

› New Clergy

› Consulting

› Housing Allowance

› Seminars & Webinars

› Church & Organizational Package

› 501(c)(3)Non Profit Set Up & Management

› Business Tax Preparation

› Referral Program & Gift Certificates

Seminars & Webinars

The Clergy FinancialSM Professionals offer their experience and knowledge through free webinars and seminars. These discussions provide a wealth of information about the unique opportunities available to those in ministry.

Finally, what you've all been asking about! Special Summer and Fall Seminar opportunities are available from now until January. Steve, Zan and Don will be accepting speaking invitations for a limited time. If you're interested in hosting or sponsoring a free event for a group of pastors in your area, please email or call us to discuss details. Click Contact Us in the upper right hand corner.

Click here to view the summer schedule.

Now you can access our Clergy FinancialSM Expertise free through Internet conferencing, as well. It's as easy as scheduling a phone call.

Topics Include:

Clergy Tax Basics
The Clergy Tax Specialists will educate you about the tax principles that are unique to those in ministry and how to implement these principles to maximize your tax situation.The discussion also defines who is a “minister” for IRS designation and many other important distinctions that you need to know.

Advanced Housing Allowance Strategies
Our Experts have developed a national reputation as being leading authorities on this subject. These tried and true strategies can literally save clergy people thousands of dollars over the course of their ministries if applied properly. The Housing Allowance benefit can and should be utilized to it's fullest in a retirement strategy. Make sure you have Housing Allowance benefits throughout your retirement whether or not you have a denominational plan.

Common Money Mistakes that Ministers Make
Over the years we’ve witnessed many common fallacies about handling money that prevent ministers from realizing their financial goals or potential. It outlines more advanced concepts specifically for ministers and why to avoid certain common practices.

Everyone attending will receive materials and resources with an opportunity to ask questions during or after the sessions.
Contact us for information and availability.