Sunday February 26, 2017

For Advisors

Advisor Resources

Advisor Resources - <!--GLeg-Wash1-TaxesTitle-->
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

Charitable Tax Reference - GiftLaw Pro GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
MORE

Case of the Week

Case of the Week - Dying to Deduct Abigail was a wonderful and spirited 80-year-old woman. Even as an octogenarian, she still worked in her garden, handled all of her finances and played golf each weekend. In addition to her busy...
MORE

Deduction Calculator

Deduction Calculator - <!--cres_news_box_glaw_calc-SubTitle-->
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan...
MORE

Private Letter Ruling

Private Letter Ruling - Decedent Given Extension to Elect Portability Decedent 1 died on Date 1, survived by Decedent 2. Decedent 2 died on Date 2. A personal representative was appointed to handle Decedent 2's estate. In order for Decedent 2 to benefit from portability...
MORE

Washington News

Washington News - IRS Complete 'Dirty Dozen' Tax Scam List Each year the IRS warns taxpayers about the "Dirty Dozen" tax scams. Prior articles in this newsletter have covered various scams, but on February 17, the IRS published the full list for 2017. IRS...
MORE

Article of the Month

Article of the Month - Beneficiary Designations – Part IV Introduction Alongside wills and trusts, beneficiary designations are becoming increasingly popular as part of a complete estate plan. By simply filling out a beneficiary designation form,...
MORE
scriptsknown