Course Curriculum
Your Instructor
Dr. Ricky Carr, Sr., EA
Dr. Ricky E. Carr, Sr. is licensed by the IRS as an enrolled agent. He is federally authorized to represent individuals and businesses before the IRS with tax issues such as levies, liens, payroll garnishments, back taxes, etc. He is the senior partner of his own tax resolution firm, RJC Tax Advantage, LLC, and the founder of Kingdom Advantage. These organizations provide financial literacy and tax strategy services to clergy, entrepreneurs, and consumers.
Dr. Carr is an author and sought-after speaker who has spoken before numerous for-profit and non-profit organizations about reclaiming your tax dollars, generational kingdom wealth transfer, and the staggering financial costs of the disadvantaged in America. He has developed a new economic framework to help empower individuals and organizations to significantly improve their performance capability.
Course Description
This course trains your church leadership team and staff on audit-proofing your church and organization. You no longer need to attend an expensive off-site conference and attempt to share complicated, complex information with the team. This online course allows everyone to experience the same content with complete clarity and comprehension. This training will be easy for leadership and the staff to implement. With over 25 years of experience, Dr. Carr shares his expertise clearly and credibly.
This course includes:
4 videos featuring Enrolled Agent Dr. Ricky E. Carr, Sr.
4 separate modules for the Board of Directors, Management Team, Finance Team, and the Compensation Package
Downloadable PDF study guides
Downloadable PowerPoint Presentations
The modules include:
Board of Directors (1 video, with a total run time of 45 minutes, plus a total discussion time of approximately 30 to 45 minutes)
Church Management Team (1 video, with a total run time of 38 minutes, plus a total discussion time of approximately 35 to 40 minutes)
Finance Team (1 video, with a total run time of 1 hour and a total discussion time of approximately 60 to 80 minutes)
Compensation Package (1 video, with a total run time of 48 minutes, plus a total discussion time of approximately 50 to 70 minutes)
What to Expect!
Small churches and organizations deserve the right to expert services like large ones. Our videos and study guides deliver the knowledge of a seasoned expert to help your leadership and staff understand and implement basic strategies to audit-proof your organization.
The IRS guidelines for Churches are complicated and need the specialized knowledge of an experienced professional recognized and respected by the IRS. This course allows you to train your team on this critical topic of Safeguarding Your Church. Congratulations on taking this vital step to preserve your organization.
7 Questions Pastors Should Ask About Church Finances
1. Are you taking the right approach to talking about generosity?
You need to get in the habit of talking about generosity openly and comfortably. Approaching it with confidence will make the discussion easier for everyone involved.
2. How can you use giving statements more effectively?
Giving statements are necessary for tax purposes, but they’re also highly effective tools when it comes to demonstrating
transparency and impact.
3. Do you have an adaptable budget?
Donations and expenses aren’t steady throughout the year. Your budget should be planned in advance and account for both spikes and lows in what goes in and what goes out.
4. Are you supporting underperforming ministries?
Your ministries should have strict metrics and timeframes for meeting them to ensure they minimize cuts and maximize results. Applying KPIs (Key Performance Indicators) and educating ministry leaders on them is a good start to achieving higher operating efficiency.
5. What are you doing to support good stewardship?
The church should generate reports and compare expenditures to the budget. You should also ensure that you’re hitting your financial targets. That’s what good stewardship is all about.
6. Do your church finances account for emergency expenses?
Churches without an emergency fund would have to turn to credit cards, loans, or even personal funds to keep their church afloat in uncertain circumstances. Ideally, you’ll delegate at least 2% of your church’s income each year to a savings account.
7. Why do you expect people to keep donating?
Ultimately, donor management can be overwhelming. Still, it’s an absolutely critical activity within your church and one that requires ongoing attention.
Join the Movement
This course seeks to prepare church leaders and staff for the challenges and opportunities ahead—to build awareness and understanding of the dynamics that will shape the church's future and transform society.