Video Resources

Forty plus years of specialized tax practice with ministers has produced audited tested, practical tax and retirement treasures.  We offer our collective knowledge in these free resources to encourage your ministry success. *(“Setting Up an Accountable Plan” and  “Church Treasurers’ Toolkit” with PDF Guide Books are available for a small fee, everything else is free).

If you’re new to ministry or a seasoned veteran, we trust you’ll be blessed and encouraged by what you find here.

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Tax-Free Money for Ministers

Understand and maximize your Three Major Tax Advantages that offer you the biggest tax savings. Dispel the myths of clergy taxes and discover how to use your benefits and advantages effectively. You can keep your housing allowance benefits for life.
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 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 the 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


Ministry Business Expenses Video
Ministry Business Expenses are a largely misunderstood area of tax benefit both to the minister and ministry growth. With the new tax law changes in 2018, ministers need to know how to mange ministry expenses and what counts as “expenses.”   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 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 move into a new season of ministry with Tax-Free Income for Life.

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The Minister & Social Security


The Minister & Social Security

Social Security works for ministers is different.  Opting out or staying in Social Security is a very important decision for a minister.  This resource will help to you understand 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 your tax consulting plan).


How to Set Up an Accountable Plan


This is imperative now with the new tax law changes of 2018. A properly set up Accountable Plan can do a lot more than you imagine, not only for your finances but to encourage ministry growth.  All the benefits are fully explained with practical help for how to get started quickly and use it effectively. It’s pretty simple, and it doesn’t cost you or the church anything extra! (Supplemental consultations are not available February through April due to our heavy tax preparation schedule).

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The Church Treasurers' Toolkit


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’ Toolkit Guide with forms, worksheets, and examples to complement the video.

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