Taxation of Religious - Special Issues with 2013 Update

This year's budget negotiations and talk of the fiscal cliff left the details of changes in the tax law up in the air until early 2013, with many issues still to be decided in coming months. In this newsletter, I hope to address some of the principal changes that you can expect, with more explanation available in February's webcast. Taxat [...]

Legal Issues For New Members

A panoply of legal issues arises when women and men seek membership in religious institutes in this twenty first century. Those joining religious institutes today are a diverse group: They come from many age groups, with a rich diversity of life experience and professional credentials. They have varied assets from bank accounts to portfolios to r [...]

Social Media, Religious Life and the Law

What could these topics possibly have in common? Whether you’re well on your way with social media or just exploring this new frontier, chances are you have questions. This newsletter introduces the tools and concepts and identifies the main legal and ethical issues as well as the dangers and opportunities associated with social media. In [...]

Rights and Obligations of Leadership

The rights and obligations of leadership in a religious institute are many and varied. There are many types of leadership in an institute, and there are various areas of leadership and forms of leadership. This newsletter will begin an exploration of these areas. My webcast in May 2012 will examine the rights and obligations in greater depth, par [...]

Basic Taxation of Religious with 2012 Update

As 2012 gets underway, it's time to review the many tax changes that will come into effect in this year's filing season. Although the religious order is exempt from taxation, members of a religious order are taxable like every other citizen. Religious may have taxable income coming from several sources. Its taxation depends on the source, [...]

Associates of Religious Institutes - A Way Forward

Background From the very beginning of religious life in the early centuries of Christianity, there have been men and women who have associated to religious orders. In the Egyptian deserts, individuals would go out to converse with the hermits living there, receiving their guidance and blessing. In medieval monasteries, individuals sought to liv [...]

Immigration for Religious

Background US immigration laws cover a number of issues regarding the rights and duties of foreign nationals in the United States: defining an individual's immigration status and immigration options, determining if a person is in the country illegally, and controlling whether or not they can be deported. Since 1952, the Immigration and Na [...]

Aging Institutes - Issues and Options

Scenarios: Consider the following scenarios: Case One - Twenty five remaining members of the Angela Community are all over 80, they are unsure of where to turn for leadership. Case Two - The Brendan Community is a diocesan institute with thirteen members. All are aging and they are no longer able to supply leadership. The Community has two [...]

Sponsored Ministry Corporations

This newsletter is the last in the special series on the civil structures of religious institutes and societies. A fundamental part of the life and work of religious is carrying on the mission of Jesus in the world of today. Most institutes have a specific mission or a particular way of doing ministry that inspired their founding members, and tha [...]

Transfer to Another Religious Institute

Transfer is the process that allows a finally incorporated member of one institute or society to leave their original community and move into another institute or society. Religious life dates to the earliest Christian centuries where it was first lived by individuals and small groups who sought a greater commitme [...]