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Monday November 30, 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.
Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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...
Living on the Edge, Part 1
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea’s home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since...
Foundation’s Scholarship Program Not Taxable
Foundation plans to establish a scholarship program to help high-potential, low-income grade or high school students attend college-prep high schools or college. To be eligible, a student must be a...
Washington News - Tax Extenders Negotiations Continue
Tax Extenders Negotiations Continue
While most Senators and Representatives are back in their home states or districts for the Thanksgiving holiday, negotiations continue on a tax extenders bill. Staff from the House, Senate and White House are all working on a potential compromise. The negotiators hope to add an extenders provision to the major appropriations bill set for a vote on December 11, 2015. There continue to be three major sections of a potential compromise. First, the House has passed permanent business extenders for the research and development credit, Sec. 179...
Online Asset ePlan
Web sites, email, social media, online accounts and smartphones – we are surrounded by media. Many Americans have 30 to 80 online accounts with passwords. These may include accounts to...