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Resources for Clergy

Financial Planning for Clergy

Financial Planning for Clergy

Planning as a member of the Clergy can be more complicated than regular financial planning since you have access to financial and tax benefits that Lay members do not.  It is important to work with someone who not only values your goals but who also understands the complexities of church pensions, housing allowances and other clergy benefits.  

Tax Preparation for Clergy

Tax Preparation for Clergy

Too often clergy members, church treasurers and accountants aren't sure how to record a Pastor's income.  There are complicated rules regarding how Social Security allowances, housing allowances, and parsonages are treated.  Working with a tax preparer who understands the ins and outs of Clergy taxes can be worthwhile to save time and money.  We can help make sure that taxes are not overpaid and that things are done correctly in case of an audit. RCK Wealth files 100+ tax returns for clergy members each year.