Compensation tax management

Our nationwide network of affiliated CPAs and accountants have a deep understanding of the complex nuance of clergy taxation. We leverage those relationships to create a holistic and cooperative team focused on determining the best use of a clergy’s compensation dollars, while structuring the compensation package for maximum tax efficiency—during your working years and in retirement.

We also facilitate contract language review and negotiations through our network of compensation experts. Our services also include reviewing parsonage-related issues and other clergy-specific financial and retirement planning, as well as deferring compensation through annuities and other insurance products.*

But we go well beyond those specialized services to provide guidance through every stage of life. Whether you’re starting a new job, expecting a raise or a bonus, or planning a significant life change, we’ll be there to help you make the best tax and investment decisions for your long-term vision.

*Insurance products provided through Benari Insurance Agency, LLC (CA License 6014147 – IL Resident) by individually licensed and appointed agents in all appropriate jurisdictions.