For Advisors

Saturday June 25, 2016

Advisor Resources
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
More
Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More
Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
View Presentation
Case of the Week
Keith and Karen Crosby, ages 75 and 72, own a parcel of undeveloped real estate that they have held since 1979. They purchased the property for $10,000 and the current fair market value is...
More
Private Letter Ruling
Foundation, a private foundation under Sec. 509(a), was funded by members of X family. X family members are current or former shareholders of Company, a closely-held corporation and a disqualified...
More
Washington News
On June 10, the IRS announced the winners of its first “Tax Design Challenge.” This innovative crowdsourcing competition was designed to gather ideas to enhance the taxpayer...
More
Article of the Month
Supporting organizations have become increasingly popular in recent years because they allow donors to receive the tax benefits of donating to a public charity while still giving donors some of the...
More
scriptsknown