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Sunday July 24, 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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Lucky Lucy Lindstrom's Long Shot Unitrust
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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Set-Aside of Funds for Construction Project Approved
A private foundation (“Foundation”) requested advanced approval of a set-aside account to fund the construction of an educational water quality and science facility. Foundation’s...
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Washington News - Natural Gas Disaster Tax Relief
Natural Gas Disaster Tax Relief
In Announcement 2016-25; 2016-31 IRB 1, the IRS announced that it will exclude most payments to residents affected by the Aliso Canyon natural gas leak. Aliso Canyon was originally an oilfield developed by J. Paul Getty. After the oilfield was depleted, it was sold and is currently used by Southern California Gas Company (SoCal Gas) for underground storage of 86 billion cubic feet of natural gas. The area now is a northern Los Angeles suburb with thousands of residents. On October 23, 2015, SoCal Gas discovered a natural gas leak on well...
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LEGACY IRA Act
The Federal Reserve reports there are over $4 trillion in IRAs and $15 trillion in qualified plans. IRA owners have the ability to make billions in new annual charitable gifts from these retirement...
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