On-Demand Webinars

2019 Clergy Tax Organizer
2019 Clergy Tax Organizer
Available January 1, 2020 The Clergy Tax Organizer will assist clergy in gathering and organizing their tax information to ensure the most accurate return. Each year we publish an organizer for clergy, which is designed to be used as a learning tool and reference guide. This organizer will assist you in gathering the information needed to prepare your current 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.
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2020 Church & Clergy Tax Guide
2020 Church & Clergy Tax Guide
(Pre-Sale - Coming January 2020) 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:
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QuickBooks for Churches and Other Religious Institutions
QuickBooks for Churches and Other Religious Institutions
Bookkeeping for churches can be quite different than for-profit businesses, and the other guides available cover either QuickBooks or church accounting, not both. Lisa London, The Accountant Beside You, walks you through QuickBooks for your church from start to finish, always with examples, terminology, and understanding of what a busy church administrator needs to know in a clear, concise style.
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Talking to Your Congregation About Money
Talking to Your Congregation About Money
How does your congregation feel about money? Do they love thrift or like to take risks? Do they focus on process? Are they competitive? Are they a mixture of any of these?
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On-Demand Webinars

Tax | Payroll | HR Solutions Designed Exclusively for Churches and Clergy

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  1. 2018 Webinar - Optimize Your Housing Allowance
    $45.00

    Clergy Financial Resources would like to invite you to a webinar designed to teach the best method to optimize your housing allowance for 2018. 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: Optimize Your Housing Allowance for 2018

    Who Should Attend:

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

    What You Will Learn:

    • Qualified housing expenses
    • Designation requirements
    • How to report housing allowance on form W-2
    • Fair Rental Value limitation
    • How to deteremine Fair Rental Value
    • Ways to reduce your overall tax liability
    • and more...

    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. Learn More

  2. 2018 Webinar - Church Payroll Reporting
    $95.00

    Clergy Financial Resources would like to invite you to a webinar designed to teach the best method for payroll reporting for the church. 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: Church Payroll Reporting for 2018

    Who Should Attend:

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

    What You Will Learn:

    • Church Payroll Requirements
    • Clergy W2 Forms
    • Taxable and Nontaxable Income for Clergy
    • Employee vs Self-Employed
    • 941 Reporting
    • and more...

    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. Learn More

  3. Webinar - Principles of Compensation Planning for Clergy
    $45.00

    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.

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  4. 2018 Webinar - Learn how to prepare Clergy W-2 Forms
    $45.00

    Clergy Financial Resources would like to invite you to a webinar designed to teach the best method to complete the 2018 clergy W-2 forms. 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: Select dates and times below or schedule One-to-One

    Schedule One-One Training
    Topics: Learn how to prepare 2018 Clergy W-2 Forms
    Who Should Attend: • Clergy 
    • Associate Pastors
    • Youth Pastors
    • Seminary Students
    • Lay Leaders
    • Church Staff
    • Bookkeepers
    • Treasurers
    What you will learn:
    • Understanding clergy compensation
    • Completing a clergy W2 form
    • Taxable Income
    • Deduction vs. Exclusion
    • Employed vs. Self-Employed 
    • Compensation Incentives
    • Love Gifts 
    • Lily Grants
    • How to avoid clergy W2 errors
    • How to correct them
    • and more...

    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. Learn More

  5. Webinar - Clergy Tax Law Short-Course
    $185.00

    Clergy Financial Resources would like to invite you to a webinar designed to teach the basics of clergy tax law.. 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: Clergy Tax Law Short-Course

    Who Should Attend:

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

    What you will learn:

    • What's new 
    • Employed vs self-employed 
    • Income vs benefits 
    • Deduction vs Exclusions 
    • Allowance vs reimbursement
    • Social security tax 
    • Housing Equity Plans 
    • Building your salary package 
    • Taxable income 
    • Housing/parsonage allowance 
    • Reimbursement plans 
    • Professional expenses 
    • Tax record keeping
    • Opting out of social security
    • 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. Learn More

  6. 2018 Webinar - Building your Clergy Compensation Package
    $85.00

    Clergy Financial Resources would like to invite you to a webinar designed to teach the best method of building your compensation package. 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: Building your 2017 Clergy Salary Package

    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...

    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. Learn More

  7. 2018 Webinar - Clergy Tax Return Basics
    $125.00

    Clergy Financial Resources would like to invite you to a webinar designed to teach the basic method of completing a clergy tax return. 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: Clergy Tax Return Basics for 2018

    Who Should Attend:

    • Clients 
    • Clergy 
    • Associate Pastors
    • Youth Pastors

    What You Will Learn:

    • Review common clergy tax return errors 
    • Review a clergy tax return
    • How to report clergy income
    • Calculate self-employment income
    • Understand IRC 265
    • How to report honorariums
    • employee vs self-employed
    • Clergy dual filing status
    • Taxable income 
    • Housing/parsonage allowance 
    • Reimbursement plans 
    • Professional expenses 
    • Tax Record Keeping
    • Ways to reduce your overall tax liability
    • and more...

    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. Learn More

  8. On-Demand Webinar
    $0.00


    Clergy Financial Resources would like to invite you to a webinar designed to teach the best method to complete the Clergy Tax Organizer. This is an Internet training webinar on selected organizer topics that features an in-depth discussion designed specifically to assist you in preparing your tax return.

    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. 

    When ordering your organizer, select the on-demand webinar option - Tips and best practices in completing the organizer.

    Prerequisite: You must order the Clergy Tax Organizer to view the on-demand webinar.

    2018 Clergy Tax Organizer - (PDF Download)

    What You Will Learn:

    • Best method to complete the Clergy Tax Organizer
    • Ways to reduce your overall tax liability

    Who Should Attend:

    • New Clients
    • Current Clients
    • Clergy
    • Associate Pastors
    • Youth Pastors
    • Seminary Students

    Learn More

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