Video Resources

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 “How to Set Up an Accountable Plan” and “The Church Treasurers’ Tool Box.”

Share them with your staff or colleagues as a lunch-n-learn. Transform their financial futures with these effective resources.

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Tax-Free Money for Ministers



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.

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Who Qualifies for Housing Allowance


Who Qualifies for Housing Allowance

There’s a lot of mythology surrounding this issue. Learn the basic guidelines and what is really applicable. You may be very surprised to learn who actually can qualify for ministers’ tax status.

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Housing Allowance for Ministers


Housing Allowance for Ministers

Build your unique Housing Allowance strategy with sound IRS approved principles. Learn basics and what is deductible and when. It will surprise you to know all that housing allowance can do, especially in retirement.  You can secure your housing allowance benefits for life.

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Ministry Business Expenses


Ministers Business Expenses

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.

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Retirement Planning For Ministers


Retirement For Ministers

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.

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The Minister & Social Security


The Minister & Social Security

Understand how Social Security works for ministers.  Opting out or staying in Social Security is one of the most important decisions a minister will make. We won’t tell you which to choose but we can inform you of the guidelines and consequences of either decision so you can plan properly.

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Successful Investing


Successful Investing

“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.

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Pre-Recorded Webinars – One-time fee of $99 to view the video and get a packet of materials (Included with tax consulting plans)


How to Set Up an Accountable Plan


Why an Accountable Plan

A properly set up Accountable Plan can do a lot more than you imagine. Start with increasing your income and reducing audit potential. All the benefits are fully explained with practical help for how-to get it started and maintained properly. And, it doesn’t cost the church anything!

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The Church Treasurers' Tool Box


Church Building

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 Treasurers’ Tool Box Booklet with forms, worksheets and examples upon registration.

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