Tax resources
In lieu of producing the Tax Guide for Ministers and the Federal Reporting Requirements for Churches, we've provided these resources for you to learn about tax issues relevant to Presbyterian Church (U.S.A.) ministers, employees, congregations, and affiliated employers.
Tax guides
The following tax guides are available from other denominations:
- Church Pension Group tax publications
- Evangelical Council for Financial Accountability Minister's Tax & Financial Guide (available for purchase for $19.99)
2025 Annual Tax Webinar: Tax Law Essentials and Tips
Thursday, Feb. 13, 2-3:30 p.m. ET
Registration is open through 8 p.m. ET on Feb. 12 2025.
Suggested audience: Taxpayers who have not yet filed their 2024 tax return
The Board of Pensions’ annual tax webinar will be led by Mark Friesen, President and CEO, and Dan Dorsey, Tax Manager, of Clergy Financial Resources, as well as Jacqueline Boersema, certified financial planner and Director, Financial Education, Board of Pensions. Mark and Dan will open with a tax update and outlook for 2025, then discuss tax tips and essential laws related to filing your 2024 federal tax return. The first segment of the webinar will apply to all Benefits Plan members; the second segment will be specific to clergy tax filing.
This annual tax webinar will help you understand the following topics.
For all plan members:
- What’s new? Tax law update and outlook for individual taxpayers in 2025
- Don’t overlook these seven common tax deductions
- Required minimum distributions (RMDs) and qualified charitable distributions (QCDs)
For clergy:
- Clergy basics: dual status, FICA versus SECA, estimated taxes
- Understanding your compensation package
- 2025 housing allowance tips
- Retirement plans and tax implications
- Clergy W-2 and sample return
IRS resources
Calculators
- Pension Estimator (access through Benefits Connect)
- Total Death Benefit Calculator (access through Benefits Connect)