Wednesday November 25, 2015

For Advisors

Advisor Resources
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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
Using Plastic to Make Gold (Year End Gifts - Part 3) - Case of the Week Don Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best summed up as “my way or the highway.” While sometimes difficult to work with, Don...
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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
No UBTI on Asset Transfer - Private Letter Ruling Company A was formed following the bankruptcy of its former parent company, Company B. At the time of its bankruptcy, Company B provided an employee benefits...
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Washington News
Permanent Tax Extenders Effort - Washington News On November 19, House Ways and Means Committee Chairman Kevin Brady (R-TX) publicly stated that he was continuing to negotiate with the hopes of passing permanent tax extenders. In his November 18...
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Article of the Month
Online Asset ePlan - Article of the Month Web sites, email, social media, online accounts and smartphones – we are surrounded by media. Many Americans have 30 to 80 online accounts with passwords. These may include accounts to...
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