Left Navigation

 

Tax Resources

We understand that preparing your taxes can be complicated with the different tax provisions for clergy.  To assist you, the following resources and on-call experts are available to provide information. We recommend that you discuss specifics with a tax or financial advisor familiar with your specific situation.

Tax Reform Legislation

On Friday, December 22, 2017 President Donald Trump signed tax reform legislation into law. Please note, the tax reform legislation does not impact the housing allowance exclusion for clergy.

We will continue to review the tax legislation and its potential impact on the benefits that we offer to our clients and provide relevant updates. If you have specific tax-related questions, we encourage you to contact your personal tax advisor or call our tax hotline at the numbers listed below.

  • Nancy N. Fritschner, CPA (877) 305-1414
  • The Rev. Canon William F. Geisler, CPA (ret.) (877) 305-1415

2018 Clergy Tax Forms and Resources

Go to Tax Publications to order a printed copy of the Clergy Tax Guide.

On-Call Experts

Nancy N. Fritschner, CPA
Member of the CREDO Finance Faculty
(877) 305-1414

The Rev. Canon William Geisler, CPA (ret.)
Regular lecturer on clergy and church tax issues
(877) 305-1415

Please note that this service provides information, not personal tax advice. If you need advice or help preparing your tax returns, you may wish to ask your diocese to refer a CPA or tax advisor in your area who is knowledgeable about clergy taxes.

Other Resources

 

Pensions Disclaimer

Unless otherwise noted, websites referenced herein that are outside the www.cpg.org domain are not associated with The Church Pension Fund and its affiliates (collectively, the Church Pension Group) and the Church Pension Group is not responsible for the content of any such websites.

Right Rail

Need Help?

Call us for assistance
(866) 802-6333
Monday – Friday
8:30AM – 8:00PM ET
(excluding holidays)