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

Saturday December 3, 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
Wild Bill Russell's "Artistic" Unitrust
Bill Russell grew up on the great plains. During his youth, he was a rodeo bull rider and gained fame as "Wild Bill" for his daring exploits. But Wild Bill was an artist at heart and soon...
MORE
Extension to Make Portability Election Granted
Decedent died on Date 1, survived by Spouse. In order for Spouse to obtain the benefit of portability of Decedent's deceased spouse unused exclusion (DSUE) amount, Decedent's estate was required to...
MORE
Washington News - Tax Refund Scam Calls Down 90%
Tax Refund Scam Calls Down 90%
The Treasury Inspector General for Tax Administration (TIGTA) reported good news on the federal government's efforts to combat tax fraud. On October 27, the US published indictments for more than 50 persons operating five call centers in Ahmedabad, India. The US government claimed that these call centers were a massive effort to engage in fraud by impersonating IRS agents. TIGTA Deputy Inspector General for Investigations Timothy Camus reported an October 4 raid by Indian police on another call center in Mumbai, India. As a result of the...
MORE
Beneficiary Designations – Part II
Alongside wills and trusts, beneficiary designations are becoming increasingly popular as part of a complete estate plan. By simply filling out a beneficiary designation form, individuals can bypass...
MORE
scriptsknown