Friday July 31, 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

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

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. Run charitable deduction calculations for your favorite gift plan...
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Private Letter Ruling

Private Letter Ruling - IRS Approves Scholarship Award Procedures Foundation plans to operate a scholarship program to provide grants to students. Applicants will be required to meet certain criteria, including Washington state residency, a minimum grade point...
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Washington News

Washington News - Senate Finance Committee Passes Tax Extenders 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

Article of the Month - Charitable Planning With IRAs—Part II Traditional IRAs pose estate planning challenges for an account owner because at death a traditional IRA is income in respect of a decedent (IRD). As a result, the beneficiary must pay income tax on...
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