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You are at: Planned Giving > For Advisors

Wednesday June 19, 2013

For Advisors

Advisor Resources
<!--cres_news_box_advisor_spotlight-Title--> - Advisor Resources
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
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Case of the Week
The Gas Guzzler's Deduction, Part 1 - Case of the Week
The Gas Guzzler's Deduction, Part 1
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's eighteenth birthday. It is painted bright red and is two tons of metal, muscle and noise....
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Deduction Calculator
<!--cres_news_box_glaw_calc-Title--> - Deduction Calculator
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
Gift Tax Consequences of Charitable Lead Trust - Private Letter Ruling
Gift Tax Consequences of Charitable Lead Trust
Taxpayer created a charitable lead annuity trust ("Trust") with Son 1 as sole trustee and a guaranteed annuity amount to be paid to a private foundation...
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Washington News
Camp Opposes Charitable Deduction Cap - Washington News
Camp Opposes Charitable Deduction Cap
House Ways and Means Committee Chair Dave Camp (R-MI) spoke June 12th at the Federal Policy Groups 2013 Tax, Budget, and Legislative Policy Seminar. At the Washington conference, Camp explained the...
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Article of the Month
What Do Major Donors Want? Part Two - Article of the Month
What Do Major Donors Want? Part Two
After passage of the American Taxpayer Relief Act on January 1, 2013, major donors realized that they had been specifically targeted. A major tax-increase target is any donor who is interested in...
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