Benefit Plans

Reduce your tax liability with our plan documents designed for churches and clergy.

Displaying 1 to 6 (of 6 products)

Product Image	Item Name-	Price
	Health Reimbursement Plan for Churches The purpose of this plan is to encourage and help provide full and complete medical care for each participating employee and his/her spouse and dependents. It is the intention of the congregation that this plan qualify as an accident and health plan...	$125.00 $100.00 Save: 20% off ... more info
	Housing Equity Plan To assist a minister facing this dilemma, a housing equity plan was developed by Clergy Financial Management, whereby congregations can defer, tax free, a portion of the minister's compensation that can be used later to provide housing. For...	$99.00 ... more info
	Housing/Parsonage Documents These documents provide the format and forms required by the IRS to designate housing or parsonage allowance by the employing body.	$49.00 Add:
	Medical / Dental Flexible Spending Account We will draft a Cafeteria plan for your church that is defined under Section 125 of the Internal Revenue Code. This plan will allow each participant to select among cash and one or more qualified non-taxable benefits. This service will include a...	$450.00 Add:
	Rabbi Trust / Deferred Compensation Plan A rabbi trust is an irrevocable trust used to fund deferred compensation benefits. It is often used as a vehicle for deferring taxable income. As a non-qualified deferred compensation plan, rabbi trusts avoid many of the complex and administratively...	$149.00 Add:
	2012 Church Accountable Reimbursement Plan The Church Accountable Reimbursement Plan is intended to assist local churches and organizations in establishing and maintaining accountable reimbursement policies for their clergy and staff. Also, at the end of this document, there are some...	$125.00 $100.00 Save: 20% off ... more info