MYCPE ONE

Clergy Tax Planning & Compliance Masterclass

Navigate Ministerial Taxes and IRS Risks

certificate
4280

Enrollments

5/5(3.5K+ Reviews)
  • rating
  • rating
  • rating
  • rating
  • rating
Published on September, 2026
img
Multiple

Qualifications 

8

Credits

8 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

How can ministers and their advisors navigate clergy-specific tax rules while reducing compliance risks and making informed planning decisions? 

Clergy taxation involves specialized rules that differ significantly from those applying to most employees. Ministers and their advisors must understand dual tax status, housing allowance requirements, Social Security treatment, the Deason Rule, filing obligations, and IRS audit risks. 

The training program, “Clergy Tax Planning & Compliance Masterclass,” focuses on clergy qualification, tax planning, and IRS compliance under the OBBB Act and OBBBA. It covers ministerial tax status, clergy housing allowance, ministry expense allocation, Social Security opt-out decisions, tax filing requirements, and common IRS audit triggers. 

By focusing on clergy-specific tax scenarios, this training helps professionals identify compliance risks, apply relevant tax rules, evaluate planning opportunities, and support ministers and religious organizations with more informed tax decisions.

Get Deeper Understanding of:
  • Clergy qualification and IRS compliance requirements
  • Dual tax status rules for ministers
  • Clergy housing allowance requirements
  • Deason Rule and ministry expense allocation
  • Social Security opt-out considerations
  • Minister tax filings and IRS audit triggers
Recommended For:
  • This program is designed for CPAs, Enrolled Agents (EA), tax professionals, clergy tax advisors, church accountants, financial advisors, ministers, and professionals involved in clergy taxation and religious organization compliance.
  • It is particularly relevant for professionals working with clergy housing allowances, dual tax status, ministerial expenses, Social Security exemptions, tax filings, and IRS audit preparation. Those advising ministers, churches, and religious organizations will find this training directly aligned with their responsibilities.
  • It is also suitable for professionals looking to strengthen clergy tax expertise, improve ministerial tax advisory capabilities, and better understand evolving IRS requirements affecting clergy and religious organizations.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every Module.
  • Q&A directly with instructors.

Courses

OBBB Act Focus on Clergy Qualification and IRS ComplianceOBBBA Guide on Dual Tax Status for MinistersOBBB Reform and IRS Rules for Clergy Housing AllowanceOBBBA Deason Rule Guide for Ministry Tax ComplianceOBBBA Minister Opt Out Decision for Social SecurityOBBB Act and Clergy Tax PlanningOBBBA Minister Tax Filings and IRS Audit Triggers
Course Title Time Credits Learning Format
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03015-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03015-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02496) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03015-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03015-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03015-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03015-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03015-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02496) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03015-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03015-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03015-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Explain how the Tax Code defines the term “minister.”
  • Identify qualifications that satisfy the IRS definition of a minister.
  • Analyze Tax Court decisions clarifying ministerial qualifications.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02989-26-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02989-26-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02470) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02989-26-S) 1 CE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02989-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02989-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02989-26-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02989-26-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02470) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02989-26-S) 1 CE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02989-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02989-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Identify the IRS definition of a minister for tax purposes.
  • Discuss U.S. tax law related to clergy income reporting.
  • Differentiate between employee and self-employed minister classifications.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02693-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02693-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344731) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02180) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02693-25-S) 1 CE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02693-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02693-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02693-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02693-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344731) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02180) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02693-25-S) 1 CE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02693-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02693-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Explore the historical development of clergy housing exclusions in U.S. tax law.
  • Identify key IRS terms related to the minister housing allowance.
  • Explain how this benefit is treated for income and self-employment tax.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02715-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02715-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02202) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02715-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02715-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02715-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02715-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02715-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02202) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02715-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02715-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02715-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss “dual status” tax treatment and the housing allowance.
  • Identify unique tax benefits tied to ministry-related expenses.
  • Explain common missteps in Accountable Plan reporting.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02717-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02717-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02204) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02717-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02717-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02717-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02717-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02717-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02204) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02717-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02717-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02717-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify effects of exemption on retirement funds, insurance, and Medicare.
  • Discuss the six requirements to qualify for the exemption.
  • Explain how to prepare and submit IRS Form 4361.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02714-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02714-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02201) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02714-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02714-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02714-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02714-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02714-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02201) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02714-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02714-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02714-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Explain the tax benefits of the housing allowance exclusions for clergy.
  • Explore tax-advantaged opportunities available to active ministers.
  • Identify common practices with potential clergy tax implications.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02988-26-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02988-26-S) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02469) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02988-26-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02988-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02988-26-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02988-26-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02988-26-S) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02469) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02988-26-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02988-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02988-26-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • Review the IRS Ministers Audit Technique Guide and its core focus areas.
  • Explain special tax treatment rules for ministers.
  • Identify income and expense issues that commonly trigger IRS audits.

* Disclaimer: Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

William Davidson

William Davidson

Clergy Tax Consulting for Tax Professionals

Bill Davidson (EA, MDiv, ThM) has worked with ministers’ tax returns and planning for over 35 years.  He is keenly aware how the unique (and contradictory) regulations regarding the taxation of clergy compensation has frequently led to misinformation and inaccuracy.  As Manager with a prominent tax firm he was the “go to” authority for tax professionals who had questions about clergy tax matters.  As an ordained minister himself, he has keen insight into the needs of clergy clients.  

His career as Senior Pastor of churches and Tax Manager specializing in tax preparation and planning for ministers has uniquely prepared him to assist tax professionals in serving their clergy clients.  He also volunteers with the local IRS VITA (Volunteer Income Tax Assistance) program for the underserved sponsored through the United Way.

His courses are more than a “talking head,” charts, and words on a screen.  He brings a creative and refreshing approach to this distinctive area of tax knowledge that provides ample practical examples applying the material presented.

More...

Trusted by Professionals. Designed for Your Success

  • Learn from top thought leaders delivering real-world insights.
  • Programs designed to strengthen core skills.
  • Earn credits and meet regulatory requirements.
  • Stay ahead with continuously refreshed content.
All Practical Training Programs Available Only in Teams Premium Plan
certificate
certificate
certificate

Unlock Annual Access to News & CPE Subscription

Your All-in-One CPE Learning Platform

$199/Year

Silver
Select

$299/Year

Gold
Selected
All Features Included In Your Plan

15,000+ Hrs of Content

500+ Subject Areas

Mandatory Ethics Courses

250+ Compliance Packages

50+ Conferences and Events Access

Formats: Live, Audio, Video, E-Books

Audio Based Courses & Podcasts

Latest News and Articles (CPE Approved)

Monthly and Quarterly Updates

Add External Certificates with Al

Al Compliance Tracking and Report

Instant Certification and Fast Reporting

Mobile App Access (iOS and Android)

Dedicated Support System

Practical Training Programs

Al Academy Access

Get Started Today

card

Payment failed. Your card has expired, please update your card details

Your information is securely encrypted using SSL

Please Wait

While we securely retrieve your payment information.
This may take a few seconds.

Frequently Asked Questions

This program covers clergy qualification, dual tax status, clergy housing allowance, the Deason Rule, Social Security opt-out decisions, clergy tax planning, ministerial tax filing requirements, IRS audit triggers, and key tax compliance considerations affecting ministers, churches, and religious organizations.

This program helps professionals strengthen clergy tax planning and compliance knowledge, apply specialized IRS rules for ministers, identify potential compliance risks, and support informed tax planning decisions. It provides practical insights that can be applied to clergy tax advisory, ministerial tax filings, church tax compliance, and IRS audit preparedness.

The Practical Training Programs is created by qualified and experienced instructors. MYCPE ONE’s Practical Training Programs includes self-study courses, most of which are delivered as on-demand videos. These self-study video courses may be recordings of live presentations converted into on-demand format.

You can complete the Programs at your own pace. There is no limit on the number of exam attempts, so if you do not pass on the first attempt, you may retake the exam without any restrictions.

After completing each Programs within this Practical Training Programs , you can download a certificate showing the course title and number of hours completed. Certificates and study records are stored for life and can be accessed at any time. These certificates serve as valid proof of continuing education credits and may also be used as an additional designation.

Once registered, you will have full access to all courses included in the Practical Training Programs . The self-study format allows you to access materials online 24/7 and study at your own pace.

As per NASBA guidelines, you have one year from the date of purchase to complete each self-study course. After completing the course, you may take the final exam at any time and receive CPE credit instantly. The exam can be retaken multiple times at no additional cost.

Each Programs requires a minimum passing score of 70% on the final exam. Multiple attempts are allowed.

Our video player tracks and stores your watch time, which is displayed in the progress bar. Do not fast forward or manually move the progress bar, as the system will not capture your watch time if you do so. You may pause and resume the video at any time, and playback will continue from where you left off.
To complete a self-study course, you must:
1. Watch the entire video (100% completion).
2. Answer all review questions correctly. Review questions are located at the bottom of the same page as the video.
3. Once the video and review questions are completed, the Final Quiz will unlock. You must score at least 70% to earn CPE credit. Multiple attempts are allowed.
4. After completing the Review and Final Quiz, you can download your certificate from the “My Certificates” section. Ensure that multiple file downloads are enabled in your browser.
5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


A self-study course is a recorded video. If the course is a recording of a live session, polling questions may appear on the screen. You do not need to answer these polling questions. Do not fast forward the video, as doing so may prevent the system from tracking your watch time, requiring you to rewatch the video.
To unlock the final quiz, you must complete the entire video and answer all review questions correctly. Once unlocked, you must score at least 70% on the final quiz to qualify for credit. Multiple attempts are allowed for both review and final quiz questions.
If the issue persists, please email support@my-cpe.com or contact our support team via live chat.

The evaluation form is sent within 24 hours after you pass the final quiz with a minimum score of 70%. The evaluation form is available only to attendees who remained logged in until the end of the course and answered all polling questions.

MY-CPE LLC is PCI-compliant. MYCPE ONE uses Stripe, a secure payment gateway that meets PCI-DSS compliance standards, ensuring all payment details are protected through SSL encryption. Once you have registered for a package and completed payment, refunds are not provided unless you are unable to access the courses.