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Monday June 27, 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.
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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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The Values-Based Lead Trust
Stacy Powers, 40, has led an interesting life. At the age of 1, Stacy was put up for adoption. Stacy’s mother was a homeless woman with little resources to care for a young child. Soon...
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Home Buying Organization Fails to Qualify for Exemption
Organization was formed as a tax-exempt 501(c)(3) for the purpose of buying, fixing and selling homes to low-income families. R and S are members of Organization’s governing body and are...
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Washington News - IRS Consumer Alert After Orlando Tragedy
IRS Consumer Alert After Orlando Tragedy
After the major tragedy in Orlando, the IRS published IR-2016-89 to remind taxpayers to follow good giving practices. When there is a serious national event, good-hearted Americans respond with generous gifts to help those in need. This also happened after the Orlando attack. In helping those in need, everyone should follow prudent giving practices. There are several simple steps in the IRS letter that help donors make proper and effective gifts. 1. Recognized Charities – Make your gifts to those organizations with long-standing good...
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Supporting Organizations — Part II
Supporting organizations have become increasingly popular in recent years because they allow donors to receive the tax benefits of donating to a public charity while still giving donors some of the...
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