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Wednesday July 1, 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 Unitrust - 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 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. Click here to access and run charitable deduction calculations for your favorite gift plan...
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Private Letter Ruling
Org Aiding Job Seekers Denied Exemption - Private Letter Ruling Org was formed as a for-profit corporation under state law and is seeking exemption under Sec. 501(c)(3). Org’s Articles of Incorporation state that Org...
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Washington News
Premium Tax Credit Approved - Washington News In a 6-3 decision published on June 25, the Supreme Court upheld the Premium Tax Credit Plan under the Affordable Care Act. The King v. Burwell decision considered the question, “Does the...
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Article of the Month
Charitable Planning With IRAs—Part II - Article of the Month Traditional IRAs pose estate planning challenges for an account owner because at death a traditional IRA is income in respect of a decedent (IRD). As a result, the beneficiary must pay income tax on...
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