Webinar – Principles of Compensation Planning for Clergy

Clergy Financial Resources would like to invite you to a webinar designed to teach the principles of compensation planning. The webinar is designed for clergy who are interested in recognizing new ways to minimize their own tax liability, in addition to, gaining a better understanding of the current tax laws that affect clergy today. Each webinar will be led by a clergy tax professional and will last between 45 to 60 minutes based on the level of discussion during the session.

Time: One-to-One | Contact Office To Schedule
Topics: Principles of Compensation Planning for Clergy

Who Should Attend:

• Clergy 
• Associate Pastors
• Youth Pastors
• Seminary Students
• Lay Leaders
• Church Employees

What You Will Learn:

• How to build your salary package
• Allowance vs. Reimbursement
• Auto Expenses
• Professional Expenses
• Housing/Manse/Parsonage
• Ways to reduce your overall tax liability
• and more…
• Course Material included

Education level: Basic

If you would like to register more than one individual for this webinar, please enter the correct number of participants in the quantity box below, e.g. 2=two person, 3=three people, etc.

Read More...

2020 Church & Clergy Tax Guide

(Now Shipping)
Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar’s 2020 Church & Clergy Tax Guide. Tax law in general is highly complex and ever changing. Add to that the many unique rules that apply to church and clergy and you’re set up for a challenging task that requires an expert’s guidance. The guide helps clergy:

Prepare 2019 tax returns
Understand tax laws
Correctly report federal income taxes and social security taxes
Distinguish relevant exemptions
Reduce tax liability
The guide helps church treasurers, board members, bookkeepers, attorneys, CPA’s and tax practitioners:

Define “income” for the church
Handle and report employee business expenses
Understand the substantiation rules that apply to charitable contributions and designated contributions
Grasp federal tax reporting requirements that apply to churches and church employees
Beyond help preparing annual tax returns ministers, churches, and their advisers find the guide indispensable throughout the year with in-depth coverage on:

Charitable contributions
Clergy retirement plans
Social Security taxes
Church reporting requirements
Housing allowance
Business-expense reimbursements
Known as the most comprehensive, accurate yet easy-to-understand tax guide available for church leaders you will find yourself regularly referencing key topics, charts, sample forms, and real-life illustrations for all your tax and legal questions.

Read More...

2019 Clergy Tax Organizer Booklet

Now Available
Just a friendly reminder, your tax material will need to be in our office by March 15, 1 to guarantee completion by April 15, 2021.

Each year Clergy Financial Resources publishes a tax organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2019 tax return. We do this to provide you with better and faster service, but also to get you started with sound record-keeping practices for the following year.

The Clergy Tax Organizer contains special pages associated with clergy income, housing, auto, professional expenses and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy. This comprehensive organizer is your assurance that you won’t miss any important tax information. This is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.

The Clergy Tax Organizer is required to complete your tax return. The cost of the organizer will be applied as a deposit against your tax service fees and is not an additional cost.
CyberCabinet Plus
CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. The CyberCabinet Mobile App is an extension of the CyberCabinet Plus. Now, the mobile app makes it even easier for you to access tax returns and other information while you’re on-the-go.
If uploading to CyberCabinet, please upload the final version of the organizer to avoid duplicate uploads.
2019 State Worksheet – download here

In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering state information needed to prepare your current tax return. Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state worksheet for each state. The state worksheet is required and should be attached to your other tax material which can be mailed, faxed or uploaded to your CyberCabinet.

2019 Clergy Tax Organizer Online (Editable PDF)

Do you want to download the Clergy Tax Organizer Online? – click here

2019 Audit Protection Plus

Audit Protection Plus Enrollment – click here

Read More...

12 Law & Tax Guidelines for New Ministers

You’ve completed your theological training. You’re eager to serve God and His church with your gifts and talents. So why is someone asking if you want to opt-out of Social Security?

If you’re like most new ministers, you’re probably overwhelmed by the legal and tax issues that confront you in the ministry. Who is a minister for federal tax purposes? Should I report my taxes as an employee or as self-employed? What is the housing allowance? What are the tax consequences of living in a church-owned parsonage? What is the clergy-penitent privilege? What legal requirements apply to the performance of marriage ceremonies?

Look to church law and tax expert and Richard R. Hammar for the answers you’ll need to begin your ministry with legal and financial clarity and integrity.

12 Law & Tax Guidelines for New Ministers features a convenient Q&A format and is written in understandable and concise language. Get the insights you need to make potentially significant legal and financial decisions with confidence.

Read More...

Pastor, Church & Law, Fifth Edition

Have you ever done an internet search on church liability, federal reporting requirements, incorporation, employment laws, negligence, counseling, the legal authority of pastors, or any other legal concern your church is facing only to come up with too many results with conflicting advice?

If so, Pastor, Church & Law is your definitive answer on every legal issue your church could face.

Richard Hammar, attorney and CPA specializing in legal and tax issues for churches and clergy, reviews thousands of legal cases relevant to churches each year and has compiled the conclusions into the most comprehensive and practical legal reference for churches and clergy.

Read More...

2021 Church & Clergy Tax Guide

Find comprehensive help understanding United States tax laws as they relate to pastors and churches with Richard Hammar’s 2021 Church & Clergy Tax Guide. Tax law in general is highly complex and ever-changing. Add to that the many unique rules that apply to church and clergy and you’re set up for a challenging task that requires an expert’s guidance. The guide helps clergy:

Prepare 2020 tax returns
Understand tax laws
Correctly report federal income taxes and social security taxes
Distinguish relevant exemptions
Reduce tax liability
The guide helps church treasurers, board members, bookkeepers, attorneys, CPA’s, and tax practitioners:

Navigate the CARES ACT
Define “income” for the church
Handle and report employee business expenses
Understand the substantiation rules that apply to charitable contributions and designated contributions
Grasp federal tax reporting requirements that apply to churches and church employees
Beyond help preparing annual tax returns ministers, churches, and their advisers find the guide indispensable throughout the year with in-depth coverage on:

Charitable contributions
Clergy retirement plans
Social Security taxes
Church reporting requirements
Housing allowance
Business-expense reimbursements

Known as the most comprehensive, accurate yet easy-to-understand tax guide available for church leaders you will find yourself regularly referencing key topics, charts, sample forms, and real-life illustrations for all your tax and legal questions.

Read More...

2020 Clergy Tax Organizer Booklet

Just a friendly reminder, your tax material will need to be in our office by September 15, 2021, to guarantee completion by October 15, 2021.

Each year Clergy Financial Resources publishes a tax organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2020 tax return. We do this to provide you with better and faster service, but also to get you started with sound record-keeping practices for the following year.

The Clergy Tax Organizer contains special pages associated with clergy income, housing, auto, professional expenses, and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy. This comprehensive organizer is your assurance that you won’t miss any important tax information. This is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.

The Clergy Tax Organizer is required to complete your tax return. The cost of the organizer will be applied as a deposit against your tax service fees and is not an additional cost.

CyberCabinet Plus
CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. The CyberCabinet Mobile App is an extension of the CyberCabinet Plus. Now, the mobile app makes it even easier for you to access tax returns and other information while you’re on-the-go.
If uploading to CyberCabinet, please upload the final version of the organizer to avoid duplicate uploads.

2020 State Worksheet – download here

In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering state information needed to prepare your current tax return. Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state worksheet for each state. The state worksheet is required and should be attached to your other tax material which can be mailed, faxed or uploaded to your CyberCabinet.

2020 Clergy Tax Organizer Online (Editable PDF) Do you want to download the Clergy Tax Organizer Online? – click here

2020 Audit Protection Plus Audit Protection Plus Enrollment – click here

Read More...

2020 Clergy Tax Organizer – (Fillable PDF)

Just a friendly reminder, your tax material will need to be in our office by September 15, 2021, to guarantee completion by October 15, 2021. 
Each year Clergy Financial Resources publishes a tax organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2020 tax return. We do this to provide you with better and faster service, but also to get you started with sound record-keeping practices for the following year.

The Clergy Tax Organizer contains special pages associated with clergy income, housing, auto, professional expenses, and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy. This comprehensive organizer is your assurance that you won’t miss any important tax information. This is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.

This is the most popular format and is available for immediate download from the Internet. This organizer is an editable PDF that is saved and edited on your desktop. This gives you the ability to complete the organizer on your computer. So why not take a moment and order your organizer today. This organizer is compatible with PC or Mac computers.

The Clergy Tax Organizer is required to complete your tax return. The cost of the organizer will be applied as a deposit against your tax service fees and is not an additional cost.

CyberCabinet Plus
CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. The CyberCabinet Mobile App is an extension of the CyberCabinet Plus. Now, the mobile app makes it even easier for you to access tax returns and other information while you’re on-the-go.
If uploading to CyberCabinet, please upload the final version of the organizer to avoid duplicate uploads.

In order to edit the PDF organizer on your computer, you will need the latest version of Adobe Reader. This product is a free download that lets you view, edit and print Adobe Portable Document Format (PDF) files. Download the most current Adobe Reader. Mac users will need to download the Adobe Reader to save and edit. Preview on Mac computers are not compatible.

Required – 2020 State Worksheet – download here
In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering state information needed to prepare your current tax return. Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state worksheet for each state. The state worksheet is required and should be attached to your other tax material which can be mailed, faxed, or uploaded to your CyberCabinet.

Optional – 2020 Audit Protection Plus
Audit Protection Plus Enrollment – click here

Read More...

2019 Clergy Tax Organizer – (PDF Download)

Now Available
Important: Just a friendly reminder, your tax material will need to be in our office by March 15, 2021, to guarantee completion by April 15, 2020.

Each year Clergy Financial Resources publishes a tax organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2019 tax return. We do this to provide you with better and faster service, but also to get you started with sound record-keeping practices for the following year.

The Clergy Tax Organizer contains special pages associated with clergy income, housing, auto, professional expenses and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy. This comprehensive organizer is your assurance that you won’t miss any important tax information. This is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.

This is the most popular format and is available for immediate download from the Internet. This organizer is an editable PDF that is saved and edited on your desktop. This gives you the ability to complete the organizer on your computer. So why not take a moment and order your organizer today. This organizer is compatible with PC or Mac computers.

The Clergy Tax Organizer is required to complete your tax return. The cost of the organizer will be applied as a deposit against your tax service fees and is not an additional cost.

CyberCabinet Plus
CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. The CyberCabinet Mobile App is an extension of the CyberCabinet Plus. Now, the mobile app makes it even easier for you to access tax returns and other information while you’re on-the-go.
If uploading to CyberCabinet, please upload the final version of the organizer to avoid duplicate uploads.

In order to edit the PDF organizer on your computer, you will need the latest version of Adobe Reader. This product is a free download that lets you view, edit and print Adobe Portable Document Format (PDF) files. Download the most current Adobe Reader. Mac users will need to download the Adobe Reader to save and edit. Preview on Mac computers are not compatible.

2019 State Worksheet – download here
In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering state information needed to prepare your current tax return. Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state worksheet for each state. The state worksheet is required and should be attached to your other tax material which can be mailed, faxed or uploaded to your CyberCabinet.
2019 Clergy Tax Organizer Booklet
To order the Clergy Tax Organizer booklet (paper copy) – click here 2019 Audit Protection Plus
Audit Protection Plus Enrollment – click here

Read More...

2018 Clergy Tax Organizer – (PDF Download)

Now Available

Each year Clergy Financial Resources publishes a tax organizer for clergy, which is designed to be used as a learning tool and reference guide. The organizer will assist you in gathering the information needed to prepare your 2018 tax return. We do this to provide you with better and faster service, but also to get you started with sound record-keeping practices for the following year.

The Clergy Tax Organizer contains special pages associated with clergy income, housing, auto, professional expenses and everything else. We use this comprehensive organizer format to address the standard tax laws and the special tax laws designed for clergy. This comprehensive organizer is your assurance that you won’t miss any important tax information. This is the most comprehensive organizer available to clergy. The Internal Revenue Service has recognized this organizer as one of the most thorough available.

This is the most popular format and is available for immediate download from the Internet. This organizer is an editable PDF which is saved and edited on your desktop. This gives you the ability to complete the organizer on your computer. So why not take a moment and order your organizer today. This organizer is compatible with PC or Mac computers.

The Clergy Tax Organizer is required to complete your tax return. The cost of the organizer will be applied as a deposit against your tax service fees and is not an additional cost.
CyberCabinet Plus

CyberCabinet represents a virtual file cabinet that allows you to access, view, and upload documents in an instant—all in a secure environment. The CyberCabinet Mobile App is an extension of the CyberCabinet Plus. Now, the mobile app makes it even easier for you to access tax returns and other information while you’re on-the-go.

  • If uploading to CyberCabinet, please upload the final version of the organizer to avoid duplicate uploads.

In order to edit the PDF organizer on your computer, you will need the latest version of Adobe Reader. This product is a free download that lets you view, edit and print Adobe Portable Document Format (PDF) files. Download the most current Adobe Reader. Mac users will need to download the Adobe Reader to save and edit. Preview on Mac computers are not compatible.

2018 State Worksheet
In addition to the Clergy Tax Organizer, we also provide a state worksheet. This worksheet will assist you in gathering state information needed to prepare your current tax return. Please print and complete a state worksheet for your resident state. If you lived in multiple states, please complete a state worksheet for each state. The state worksheet is required and should be attached to your other tax material which can be mailed, faxed or uploaded to your CyberCabinet.

2018 Clergy Tax Organizer Booklet

  • To order the Clergy Tax Organizer booklet (paper copy) – click here

2018 Audit Protection Plus

Read More...
REQUEST INFORMATION

If you would like to learn more about our tax services designed for clergy or payroll, bookkeeping or HR designed for churches, please complete the request form to have an advisor contact you.

Click Here