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Supporting Your Faith with Fiscal Accountability

Testimonials

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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Does Your Organization’s Retirement Plan Need a Private Letter Ruling?

Since January 1, 1975 the federal government has safeguarded people who place their assets in 401(a) and 403(b) retirement plans. These safeguards often come with extensive recordkeeping requirements that underfunded, understaffed churches and non-profit organizations may find themselves overburdened by. One option available to both churches and non-profits is they may apply to the IRS […]