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Supporting Your Faith with Fiscal Accountability

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He has the gift of being able to know in depth matters financial, including IRS details and changes, and being able to translate the CPA world and its requirements and value to laity and clergy alike.

Rev. Louis R. Lothman, Th.D., Director, Pastoral Counseling Services, Presbyterian Minister, Presbyterian Church (U.S.A.)

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Use Care when Disposing of your “Spring Cleaning” Documents

Our last blog discussed the benefits of “spring cleaning” late in the year and which documents to keep and what you can toss. Having decided what items to purge, your next decision is how to dispose of them. Ask yourself the following questions: Does any government agency regulate the disposal of these records? Is the information sensitive? Some […]