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Saturday August 1, 2015

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
Lucky Lucy Lindstrom's Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began...
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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
IRS Approves Scholarship Award Procedures - Private Letter Ruling Foundation plans to operate a scholarship program to provide grants to students. Applicants will be required to meet certain criteria, including Washington...
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Washington News
Senate Finance Committee Passes Tax Extenders - Washington News On a bipartisan vote of 23-3 on July 21, the Senate Finance Committee passed "An Original Bill to Extend Certain Expired Tax Provisions." The tax extenders bill is retroactive to January 1, 2015 and...
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Article of the Month
Charitable Gifts Using Life Insurance - Article of the Month One of the primary purposes of life insurance is to provide for family in the event the insured passes away prematurely. In this context, professional advisors often use life insurance to protect...
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