Clergy, Tax Archives

3 Tax Preparation Software Cautions Every Minister Should Know

Tax preparation software may seem like a quick fix for ministers during tax season, but it often overlooks key clergy-specific rules. Learn the top three issues to watch for—and when to seek help from a tax professional.

Matthew Branaugh

7 Keys to Pastoral Retirement Planning

A wide range of legal, financial, and tax issues come into play in the area of pastoral retirement planning.

Richard R. Hammar

Advantage Members

Video: Seven Common Tax Errors

In this exclusive video, Matt Branaugh and Rich Hammar discuss the seven common tax errors many churches and pastors make.

The Editors

What Pastors Need to Know about Tax Preparation Software

Tax preparation software remains a cost-effective solution for many, including pastors. But beware the shortcomings.

Michele M. Wales, Sophie B. Chevalier, and Jessica K. Hebb

Remote Work Expense Deductions for Pastors and Church Staff

Explore how pastors and church staff can benefit from tax-free reimbursements and deductions for remote work expenses.

Michael E. Batts

Why That “Gift” to Your Pastor Requires Caution

Church congregations naturally see giving gifts to pastors as a blessing. But there are some critical tax considerations.

Matthew Branaugh

Top 3 Most Confusing Tax Issues for Clergy

Discover the top 3 confusing tax issues for clergy and practical tips to handle them effectively.

Richard R. Hammar

Rich’s 15 Must-Knows for Pastors: Exemption from Self-Employment Taxes

Learn what this exemption includes and why few ministers qualify for it.

Richard R. Hammar

Another Option for Tax Preparation: Enrolled Agents

Explore how enrolled agents provide affordable and expert tax preparation for pastors and church leaders.

Matthew Branaugh

Tips on Selecting a Tax Preparer

Learn how to choose a tax preparer experienced in ministers' taxes with these practical tips and evaluation questions.

Richard R. Hammar

Understanding How to Use Form 941

Discover when churches need to file Form 941 and how to handle reporting for ministers and nonminister employees.

Richard R. Hammar

What Are the Penalties for Pastors Who Do Not Pay Taxes?

Discover the penalties pastors face for not paying taxes and how to avoid legal and financial consequences.

Richard R. Hammar

The Changing Dynamics of the Church Treasurer Role

Five key developments that have reshaped the position during the past 25 years.

Bob Smietana

Who Is a Minister for Federal Tax Reporting Purposes?

Understand the IRS’s five-factor test to determine ministerial status for federal tax reporting.

Richard R. Hammar

Guiding Bivocational Ministers Through the Tax Maze

Key tax tips for bivocational pastors to manage dual roles and stay compliant.

Bobby Ross Jr.

The Pastor’s Sabbatical and Tax Implications

Pastor sabbaticals are valuable ministry tools, but they have tax implications every church leader should know.

Elaine L. Sommerville

The Tax Code’s “No Inurement” Limitation

Failure to meet certain conditions can jeopardize a church's exempt status.

Richard R. Hammar

Taxes on Gifts to Pastors: What Churches Need to Know

Understand the tax and legal rules for giving monetary gifts to pastors, including IRS reporting requirements and donation guidelines.

Frank Sommerville

Can a Minister Who Previously Opted Out of Social Security Change Their Mind?

Explore whether clergy can reverse their Social Security opt-out decision and the rules that govern this process.

Elaine L. Sommerville

The Risks of Taking Social Security Early

Understand the risks of early Social Security benefits and explore your options for withdrawal or suspension.

Richard R. Hammar