Our team of compliance specialists, tax accountants, certified tax preparers and compensation specialists can be at your disposal.  We assist thousands of pastors and clergy with every aspect of compensation analysis and tax planning.  From setting up the pastor’s compensation package, including housing allowance, and tax free fringe benefits, to establishing a system to provide love offerings to the pastor legally, our team is devoted to ensure that you, as a pastor, are compensated fairly.

Not only do we set-up the compensation package, our tax specialists will ensure that you never pay any more in taxes than you have to.  We will provide all necessary legal documents for Housing Allowance, Ministry Reimbursements, Medical Reimbursements/Plans, and Retirement Plan options.  Not sure what type of retirement is for you, our team can discuss all the various options including TSAs, 403(b)s, Deferred Compensation Trust Agreements, and Rabbi Trust Agreements.  Once we have determined the plan right for you, we have partners that can actually created those retirement accounts and manage your portfolio.

Do you have a will?  Most pastors do not.  Our legal team can assist with all aspects of estate planning, including Living Wills, and Last Will and Testaments.  In conjunction with our tax accountants, we will ensure that your estate will be sheltered from taxation to the best of the law.  If you were to pass, who would take care of your spouse?  We can assist with Salary Continuation Plans, and other spousal benefits to help take care of your spouse upon your passing.