Saturday July 30, 2016

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 Long Shot Unitrust 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 - Set-Aside of Funds for Construction Project Approved A private foundation (“Foundation”) requested advanced approval of a set-aside account to fund the construction of an educational water quality and science facility. Foundation’s...
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Washington News

Washington News - Natural Gas Disaster Tax Relief In Announcement 2016-25; 2016-31 IRB 1, the IRS announced that it will exclude most payments to residents affected by the Aliso Canyon natural gas leak. Aliso Canyon was originally an oilfield...
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Article of the Month

Article of the Month - LEGACY IRA Act The Federal Reserve reports there are over $4 trillion in IRAs and $15 trillion in qualified plans. IRA owners have the ability to make billions in new annual charitable gifts from these retirement...
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