Tax/Benefit Plan Documents

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

Displaying 1 to 5 (of 5 products)

Product Image	Item Name-	Price
	Church Cafeteria Plan 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...	$750.00 Add:
	Clergy Accountable Reimbursement Plan If a professional reimbursement plan meets all the IRS requirements for an accountable plan, the amounts paid under the arrangement are excluded from the minister's gross income and are not required to be reported on his or her Form W-2....	$69.00 ... 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:
	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: