header_tabbox_top2
Get Your Local Info
usmap Find out what is happening at your local American Heart area
header_tabbox_top

Monday August 29, 2016

For Advisors

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.
MORE
Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
MORE
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...
MORE
Lucky Lucy Lindstrom's "Ultimate Control" Charity
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...
MORE
Charity's Sales are Unrelated to its Exempt Purpose
Organization is a tax exempt organization under Sec. 501(c)(3) organized for the purpose of preserving and protecting the environment. In furtherance of its purpose, Organization provides...
MORE
Washington News - Impersonation Scams Reduce IRS Credibility
Impersonation Scams Reduce IRS Credibility
IRS agents regularly meet with taxpayers for audits and tax enforcement actions. While IRS agents are not normally popular with the public, the large number of IRS impersonation scams is creating a new problem. Many taxpayers now question whether IRS revenue agents actually represent the government. At the IRS Nationwide Tax Forum in National Harbor, Maryland on August 25, Daron Guillot, Director of the IRS Small Business/Self-Employed Division, explained the problem. Some of the IRS revenue agents from his section have been confronted by...
MORE
Avoiding the "Missing Annuitant" Problem, Part I
Introduction Charitable gift annuities (CGAs) can provide reliable, fixed payments for the beneficiary (often referred to as an annuitant). A CGA is typically established to make payments to a single...
MORE
scriptsknown