Monday August 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 (RIA) and...
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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 - Foundation's Scholarship Program Approved A private foundation (Foundation) intended to establish a scholarship grant program for graduating high school seniors. Any grant paid by a private foundation is considered a taxable expenditure...
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Washington News

Washington News - IRS Increases Efforts to Reduce Identity Theft On August 26, Sen. Kelly Ayotte (R-NH) held a hearing of the Senate Budget Committee in Manchester, New Hampshire. Sen. Ayotte expressed concern about the growth of tax-related identity theft. She...
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Article of the Month

Article of the Month - Charitable Gifts Using Life Insurance One of the primary purposes of life insurance is to provide for family in the event the insured passes away prematurely. In this context, professional advisors often use life insurance to protect...
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