Almost 40 years of specialized clergy tax preparation, audit representation, and advising have resulted in a library of collective tax knowledge. These short but practical workshops and videos are the fruits of our labors. We offer most of them as a free resource to ministry professionals with the exception of “Setting Up an Accountable Plan” and “The Church Treasurers’ Tool Kit.”
Share them with your staff or colleagues as a lunch-n-learn. Transform their financial futures with these effective resources.
This is the ground floor to understanding the three major areas that offer you the biggest tax-savings. Dispel the myths and discover how to actually use your tax benefits effectively. Keep your housing benefits for life and use them to their fullest starting now.
Ask us for details about a live group presentation.
Ministry Business Expenses are a largely misunderstood area of tax benefit both to the minister and ministry growth. Mis-handling this area can handicap ministry effectiveness and put ministers at great audit risk. Don’t assume you’re getting all your deductions or accounting for them properly until you view this short video.
The opportunities available to ministers in retirement are nothing short of amazing. What’s more, it’s easy to use them with the right kind of plan. Save State, Federal AND Social Security tax now and later on Contributions and Distributions. Keep your housing allowance benefits whether you retire or segue into a new ministry with a stream of Tax-Free Income for Life.
“Successful Investing” will help you use your current investments to reach your goals with greater confidence and peace of mind.
Understand four fundamental concepts that form a solid foundation for investing. Learn the pros and cons of stocks and bonds and how to use them to reach your individual goals and preferences.
Ever wondered if your pastor should receive a W-2 or 1099 or what the reporting differences are between ministry staff and regular employees? How does housing allowance get reported? Or does it? You’re not alone. The answers to these questions and your year-end reporting headaches are all here. Learn everything you need to be effective and accurate in your critical role in your organization. Receive our comprehensive Treasurer’s Tool Kit Booklet with forms, worksheets and examples upon registration.