Webinars:
Clergy Tax Webinars:
Invest an hour and reap the rewards for years to come.
The Clergy Advantage® professionals provide hours of their expertise through FREE webinars and workshops covering social security, tax basics, advanced housing allowance strategies, investment strategies, retirement options for clergy, and many more topics. There are three major areas that every minister should for the greatest tax savings:
- Housing Allowance
- Minister’s Business Expenses
- Retirement Strategies
We cover the bases of all three of these areas in two easily accessible webinars:
Tax-Free Money for Ministers:
The first clergy tax webinar, “Tax-Free Money for Ministers,” is a must see and is free to all clergy, all the time.
You’ll discover:
- How to use housing allowance more effectively
- How to retain Housing Allowance in retirement.
- What to claim in the first place.
- How high you should set your housing allowance.
- How best to Claim Ministerial Expenses.
- Should you opt out of Social Security and what happens if you do?
- Who is a ‘minister’ by IRS definition?
- What to do to save on Social Security tax.
- And so much more, you can’t afford to miss it.
Click here to register for the free “Tax-Free Money for Minsiters” webinar.
Social Security in a Winning Retirement Strategy
As you approach retirement, it is 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 ways to incorporate these benefits into your Wealth Transfer Strategy
Click here to register for the free “Social Security in a Winning Retirement Strategy” webinar.
5 Winning Behaviors of Successful Investors
Did you know that many people actually under-perform their own investments? We live in a more complex money-management situation than ever before. We have more choices, more products and a greater number of ways to invest than most people can keep up with.
Spend 30 minutes with us and:
- Discover 5 Behaviors critical to successful long term investing
- Understand True Risk
- Know the Purpose of each Investment that you own
- How to sift through the “noise” of our economic culture
Click here to register for the free “5 Winning Behaviors of Successful Investors” webinar.
Implementing an Accountable Plan
This important discussion will help you take full advantage of the ministerial expenses that you’re paying out of pocket, “Implementing an Accountable Plan” with our exclusive Accountable Plan E-Guide for clergy tax will show you:
- How to develop 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
- Two commonly overlooked ways to reduce your tax burden and save thousands of dollars every year
- How to properly identify Ministry Expenses as church business expenses
You’ll also find out how to avoid:
- The 2% Adjusted Gross Income Loss
- The Itemized Deduction Loss (BME Loss)
- The 50% Business Meals & Entertainment Limitation
This workshop is available for only $99 and that includes everyone on your staff.
Click here to register for the Implementing an Accountable Plan.
*This and all other Clergy Advantage® workshops are free to Advantage Plus, Optimum Plan and PSP and Church Package Subscribers
