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Saturday August 1, 2015

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.
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Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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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Lucky Lucy Lindstrom's "Personal Loan" 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...
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IRS Approves Scholarship Award Procedures
Foundation plans to operate a scholarship program to provide grants to students. Applicants will be required to meet certain criteria, including Washington state residency, a minimum grade point...
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Washington News - Senate Finance Committee Passes Tax Extenders
Senate Finance Committee Passes Tax Extenders
On a bipartisan vote of 23-3 on July 21, the Senate Finance Committee passed "An Original Bill to Extend Certain Expired Tax Provisions." The tax extenders bill is retroactive to January 1, 2015 and applicable until December 31, 2016. The bill extends 54 tax provisions for a two year period. Five of the provisions are important to nonprofit organizations and donors. 1. IRA Charitable Rollover - IRA owners over age 70½ may transfer up to $100,000 each year directly from the IRA custodian to qualified charities. 2....
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Charitable Gifts Using Life Insurance
One of the primary purposes of life insurance is to provide for family in the event the insured passes away prematurely. In this context, professional advisors often use life insurance to protect...
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