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.
Social Security
10 Key Tax Developments for Pastors and Churches
The latest on church tax reporting, tax filing, housing allowances, Social Security exemptions, private letter rulings, and notable court cases.
Top 3 Most Confusing Tax Issues for Clergy
What new—and veteran—ministers and treasurers need to know to file taxes correctly and receive maximum tax benefits.
Exemption from Self-Employment Taxes
Learn what this exemption includes and why few ministers qualify for it.
Q&A: The Ins and Outs of Form 941
Is a church with only one employee who is a minister required to file a Form 941?
Q&A: Is My Housing Allowance Considered “Earned” Income?
Guidance for a retired pastor who works for the church part time.
Can a minister who previously opted out of Social Security change his or her mind?
Once a minister's application for the exemption (Form 4361) is approved, it is good for life.
Q&A: The Risks of Taking Social Security Early
Is there any way to reverse a previous decision to receive early benefits?
Q&A: Can we treat someone our church hired for a ministerial position as a nonminister employee for Social Security?
We have a ministerial staff member who opted out of self-employment taxes many years ago,
Lost Your Form 4361?
The Tax Court addresses ministers who can't prove they "opted out" of Social Security.
Q&A: Can Ministers “Opt Out” of Obamacare?
Exploring whether or not Form 4361 exempts ministers from the Affordable Care Act.
Six Questions to Ask When Exempting a Minister from Social Security
Why ministers should carefully research this option before filing a Form 4361.
IRS Offers Help for Completing Forms
Hotline provides assistance with W-2, 1099s, and other documents.
Unpacking the American Taxpayer Relief Act of 2012
What churches must know about the last-minute 'fiscal cliff' deal.
Two Confusing Tax-Filing Issues
Simple answers to vexing questions for new—and veteran—ministers.
EEOC Issues Guidance on Background Checks
What churches should note for screening policy.
Q&A: Social Security Exemption
Does a Social Security exemption apply to past secular work?
Q&A: Social Security Numbers
How are Social Security numbers assigned?
Q&A: Social Security Benefits and Retirement Age
How does my age at retirement affect my Social Security benefits?
Q&A: Replacing Lost Social Security Cards
I lost my Social Security card--what should I do?