Sunday November 29, 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
Living on the Edge, Part 1 - Case of the Week Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea’s home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since...
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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 Not Taxable - Private Letter Ruling Foundation plans to establish a scholarship program to help high-potential, low-income grade or high school students attend college-prep high schools or...
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Washington News
Tax Extenders Negotiations Continue - Washington News While most Senators and Representatives are back in their home states or districts for the Thanksgiving holiday, negotiations continue on a tax extenders bill. Staff from the House, Senate and White...
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Article of the Month
Online Asset ePlan - Article of the Month Web sites, email, social media, online accounts and smartphones – we are surrounded by media. Many Americans have 30 to 80 online accounts with passwords. These may include accounts to...
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