Monday October 5, 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
GiftLaw Pro - Charitable Tax Reference GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Case of the Week
Lucky Lucy Lindstrom's Flood Recovery Plan - Case of the Week 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. Click here to access and run charitable deduction calculations for your favorite gift plan...
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Private Letter Ruling
Foundation's Scholarship Program Approved - Private Letter Ruling A private foundation (Foundation) requested advance approval from the Service for a scholarship program (the Program). The Program is intended to allow...
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Washington News
CPAs - Pass Tax Extenders Now! - Washington News In a letter to House and Senate leaders of the taxwriting committees, CPA Troy Lewis implored Congress to act promptly to pass tax extenders. Lewis, Chair of the American Institute of CPAs (AICPA),...
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Article of the Month
Portability Part II - Deceased Spouse and Surviving Spouse - Article of the Month The American Taxpayer Relief Act of 2012 made permanent a $5 million estate tax exemption (indexed for inflation) and portability of the applicable exclusion amount between spouses. In 2015, the...
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