For Advisors

Tuesday January 24, 2017

Advisor Resources
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 is a complete charitable giving and tax information service inside the GiftLaw website...
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Case of the Week
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 her home sits just steps away from the dramatic cliffs, Rhea frequently jokes to her friends about her "living on the edge" lifestyle. John, Rhea's husband of 50 years, built the custom home ten years...
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Washington News
Twelve national tax software firms have joined the IRS Free File Program. On www.irs.gov the "Free File Now Open" link takes taxpayers to the Free File page. People with 2016 adjusted gross income (AGI) of $64,000 or less may use Free File. If you have income greater than $64,000, you may still use the Free File Fillable Forms. These are the IRS electronic version of the paper tax forms. IRS...
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Deduction Calculator
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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Private Letter Ruling
Organization applied for tax-exempt status under Sec. 501(c)(3). Organization's purposes include helping an area where the unemployment rate is higher than national averages; providing locally-grown, healthy food to the community; and helping end domestic violence. Among Organization's many programs will be N, which will consist of the operation of two restaurants, P and Q. The restaurants will...
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Article of the Month
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 probate and designate who will receive a specific asset upon their death. Today, a variety of assets can be transferred through a simple designation form, including bank accounts, stocks, bonds,...
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