Tuesday October 21, 2014

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 - Seven Day CRT, Year End Gifts – Part 2 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. Run charitable deduction calculations for your favorite gift plan...
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Private Letter Ruling

Private Letter Ruling - Trust’s Sale of Property Not Self-Dealing Trust is a charitable trust that is tax-exempt under Sec. 501(c)(3) and classified as a private foundation under Sec. 509(a). Decedent, a substantial contributor to Trust and therefore a disqualified...
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Washington News

Washington News - U.S. Tax Receipts Up 8.9% For the 2014 fiscal year that concluded on September 30, U.S. tax revenue grew by 8.9% to $3.02 trillion. This was $247 billion more in tax revenue than the federal government received in 2013....
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Article of the Month

Article of the Month - Donor Advised Fund or Private Foundation? The United States is a country with significant wealth. A recent study revealed that about 10 million American families have a net worth of $1 million or more. That same study showed that over...
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