Compass Tax Educators

This course explores tax compliance areas for religious entities for their tax filings, employee related issues, and donor relationships. Churches have unique relationships between the entity, pastoral staff, and donors. These relationships are unique to churches and must be respected to maintain non-profit status and deductibility of donations. Examples of all these relationships are shared along with life experiences of the good, the bad, and the ugly.

Learning Objectives

• Identify tax filing requirements and unique documentation for religious entities.
• Determine whether a staff person is a "minister" for federal tax purposes.
• Identify reportable income streams and allowed deductions unique to the clergy.
• Identify various donation vehicles and tax strategies available to donors and the proper reporting.

Education Information

IRS Program Number: NMVBP-T-00303-25-S
Credit hours: 2 NASBA CPE / 2 IRS CE
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: QAS Self-Study (NASBA); On-Demand (IRS)
Field of Study: Taxes (NASBA); Federal Tax Topics/Federal Tax Related Matters (IRS)

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Course expires one year after purchase.

Instructor: Kelly Myers, MBA, EA Click here to learn more about the instructor.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our refund and education policies.