Video Resources

We know how valuable the right information can be. Use these resources to learn what your benefits can do.  Then schedule a personal discussion with a specialist who  can help you discover your full potential.

 Learn what you need to know about your amazing tax benefits and advantages. Enjoy greater success and peace of mind.

Understand your investments. Reach your goals with greater confidence and peace of mind. Form a solid foundation for investing.

Ministry Business Expenses

Learn what’s deductible and the best ways to manage ministry expenses for great savings. 

Retirement for Ministers

The opportunities available to ministers are nothing short of amazing. Keep Tax-Free Income for Life.

Social Security for Ministers

Ministers’ biggest tax is often Social Security. Withholding issues, tax-saving strategies  and opting out is all here.

Two Minute Tax Tips

Don’t Lose Housing Allowance at Retirement

How to Offset Your Biggest Tax

What is Real Risk in Investing?

Filing an Extension for Tax Deadlines

Tax Withholding for Ministers

What is MAGI?

How to Set Up an Accountable Plan

New tax laws make a properly set up Accountable Plan about the only way to get benefit from ministry expenses.  Concepts are explained in the video with a guidebook full of examples, forms and practical help to get started.

Purchase the video & guidebook for $99. This is free to tax and consulting subscription members.

Church Treasurer's Toolkit

Should a minister receive a W-2 or 1099? Learn reporting differences for ministry staff and regular employees?  Properly report housing allowance and retirement contributions. Learn everything you need to know to be accurate, effective and confident in your critical role.

Purchase the video & guidebook for $99.  This is free to tax and consulting subscription members.

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Tax-Free Money for Ministers

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Ministry Expense Video

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Retirement for Ministers Video

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Social Security Video

Fill out the form to get a password to watch Social Security for Minister's video.