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Friday November 21, 2014

For Advisors

Advisor Resources
<!--cres_news_box_advisor_spotlight-Title--> - 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.
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Charitable Tax Reference
GiftLaw Pro - Charitable Tax Reference GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Case of the Week
Living on the Edge, Part 2 - Case of the Week Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea’s home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since...
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Deduction Calculator
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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...
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Private Letter Ruling
Trust Reformed Due to Scrivener’s Error - Private Letter Ruling In Year 1, Attorney 1 drafted and Grantor funded GRAT 1 and GRAT 2. GRATs 1 and 2 were established to pay out to Grantor for a term of years with the remainder...
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Washington News
IRA Rollover and Tax Extenders Debate - Washington News As the House and Senate return for the November lame-duck session, both leadership elections and tax extenders are on the front burner. Sen. Mitch McConnell (R-KY) will be the Majority Leader and...
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Article of the Month
Applying for Tax-Exempt Status Under Sec. 501(c)(3) - Article of the Month Section 501(c)(3) of the Internal Revenue Code exempts qualified organizations from federal income tax. In order for the Internal Revenue Service to recognize an organization as exempt it must submit...
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