
09/29/2020
How Income Taxes Work. https://www.clergytaxfinancial.org/resource-center/tax/how-income-taxes-work Be sure to schedule your free consultation here> https://www.clergytaxfinancial.org/contact.
Clergy Tax Financial (CTF) is a tax and financial consulting firm specializing in assisting clergy, churches and non-profits with tax and financial matters
Securities services offered through HD Vest Investment Services(SM) (HDVIS), Member/SIPC. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS). HDVIS does not provide tax or legal advice. Please visit www.hdvest.com/social_policy for more information.
Operating as usual
How Income Taxes Work. https://www.clergytaxfinancial.org/resource-center/tax/how-income-taxes-work Be sure to schedule your free consultation here> https://www.clergytaxfinancial.org/contact.
When a new chapter starts.
Insurance vs. Retirement - Which Comes First?
Would you like a better understanding of how tax cuts and jobs act can impact you? Grab a COMPLIMENTARY copy of our "5 Things You Need to Know about Tax Reform" book. Download directly to your inbox. Grab your copy here> https://www.clergytaxfinancial.org/ scroll down to the bottom.
Whole or Term Life Insurance - What’s the Bottom Line?
Should Ministers Prepare Their Own Tax Returns? Find out here> https://www.clergytaxfinancial.org/blog/should-ministers-prepare-their-own-tax-returns If you need help with preparing your taxes, tax resolution, or financial management, schedule your appointment with one of our certified agents today! (877) 336-2626 #taxresolution #clergytaxes #taxes #financialplanning
Have you checked your email? We just sent some more information you need to know about the Cares Act. If you are not on our email list be sure to subscribe today and grab our FREE copy of our Tax Reform Ebook here>https://www.clergytaxfinancial.org/
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
Here's a breakdown of how the federal government spends your tax money.
Prevent a Rift. Here are some money tips for newlyweds, https://www.clergytaxfinancial.org/resource-center/lifestyle/tips-to-prevent-marital-rift
Schedule a consultation with us at 877-336-2626.
Are you ready to invest? Here are 5 smart investment principles to consider. https://www.clergytaxfinancial.org/resource-center/investment/5-smart-investing-principles
If you are a minister performing ministerial services, all of your earnings, including wages, offerings, and fees you receive for performing marriages, baptisms, funerals, etc., are subject to ...READ MORE & SCHEDULE YOUR CONSULTATION HERE> https://www.clergytaxfinancial.org/blog/earnings-for-clergy
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Social Security has been a fact of retirement life since 1935. Are you eligible for benefits? https://www.clergytaxfinancial.org/resource-center/retirement/9-facts-about-social-security
Now on our blog > https://www.clergytaxfinancial.org/blog/how-should-ame-church-pastors-pay-their-taxes
How Two Megachurches Kept Worshipping https://www.christianitytoday.com/news/2020/august/california-church-worship-covid-john-macarthur-greg-laurie.html
What do you think of this? Are you ready to go back to church?
Are you exempt from social security (self-employment) taxes? https://www.clergytaxfinancial.org/blog/exemption-from-social-security-self-employment-taxes
Should minister's prepare their own taxes? https://www.clergytaxfinancial.org/blog/should-ministers-prepare-their-own-tax-returns
What do you think? Share below
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No one achieves their dreams alone. We’re here to help you plan for your ideal retirement.
Just a friendly reminder that today is the tax deadline! Be sure to get your taxes in. -CTF
Don’t let your questions go unanswered. Talk with us today to develop a financial plan to fit your journey.
Have questions about Economic Impact Payments, AKA stimulus checks? Learn more about them here: https://www.irs.gov/coronavirus/economic-impact-payment-information-center
Social distancing has drastically changed the way we live and work. Here’s a look at how this might affect American life in the future: https://www.forbes.com/sites/robertglazer/2020/04/01/covid-19-will-permanently-change-the-way-every-generation-lives-heres-how/#6d315040493b
Some laid-off Americans are choosing to exit the workforce for good. Thinking about early retirement? Read more about it here: https://www.marketwatch.com/story/covid-19-crisis-sparks-early-retirement-wave-2020-04-30
Amidst the current level of uncertainty, there are many companies out there who are changing their financial strategy to one of stakeholder capitalism. Read more about it here: https://www.fastcompany.com/90496736/the-covid-19-pandemic-is-sparking-an-era-of-smart-generosity
For those paying student loans, relief may be available. Federal student loan payments have been moved into automatic forbearance from now until September 30, 2020. Read more details here: https://www2.ed.gov/about/offices/list/ope/caresact.html
The CARES Act amended the rules for inherited 401(k)s, IRAs or Roth IRAs to suspend distributions in 2020. If you have questions, feel free to reach out, I’m happy to help. https://www.forbes.com/sites/jamiehopkins/2020/03/30/cares-act-drastically-changes-required-minimum-distribution-rules-for-2020/#1f25015119a0
Because of the CARES Act, you may not need or want to take your first RMD this year. Let’s talk further about how this impacts your financial situation. https://www.forbes.com/sites/ashleaebeling/2020/03/27/congress-suspends-required-minimum-distributions-for-401ks-and-iras-for-2020-opening-window-to-tax-savings/#44e5c7fc2cb6
Is your rainy-day fund a bit damp?
Do you need help achieving personal goals? Several apps have been developed to help you develop better life habits! Here are my recommendations for apps you can use in your daily life. https://www.clergytaxfinancial.org/resource-center/lifestyle/apps-that-help-achieve-goals
Time is running out! The tax deadline is tomorrow. Be sure to use our resources for the forms you may need. https://www.clergytaxfinancial.org/p/forms-and-schedules
You have 5 more days to file your taxes! If you still need assistance, be sure to schedule a consultation with us here> https://www.clergytaxfinancial.org/p/clergy-tax-consultations
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