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Supporting Your Faith with Fiscal Accountability


I have been the treasurer for my church for the better part of 10 years. It is an important job but one that requires a certain amount of specialized knowledge to do it properly which makes it very difficult to ever move out of the position. Having a firm like OSA&C to step in and do the detailed work allows our church finance committee to focus on making the decisions that are best for the church and not be concerned with the details of the books. What a relief!

William S. Hart, CFP, MBA
Retirement Strategies, Inc.

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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 […]