Tax Resources

Tax Resources

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

Visit the Tax Resources page in your section of the website for more forms and resources.

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2018 Federal Reporting Guide

The 2018 Federal Reporting Requirements for Episcopal Churches (for administrators) is available.

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2018 Tax Guide for Episcopal Ministers (Clergy Tax Guide) 

The 2018 Tax Guide for Episcopal Ministers (for 2017 Tax Returns) is now available.

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Clergy Housing Ruling

On Friday, October 6, 2017, Judge Barbara Crabb of the Federal District Court of the Western District of Wisconsin ruled that the exclusion from taxation of a minister’s cash housing allowance is unconstitutional. The exclusion allows a minister to exclude from taxable income a cash housing allowance designated and paid by his or her church.

The Church Alliance, a coalition of the chief executive officers of 38 church benefit programs that CPG works with on legislative and regulatory matters, prepared a summary of the ruling that you can view here. We believe that this decision almost certainly will be appealed, and we will continue to monitor the case and keep you abreast of future updates.