For Advisors

Friday February 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
This week the IRS published five "Dirty Dozen" list warnings. Each year, the IRS highlights various tax scams. This education helps taxpayers avoid tax trouble by using only the proper tax filing strategies. The five scams on the "Dirty Dozen" list are frivolous arguments, hiding assets offshore, padding deductions, falsifying income to claim tax credits and micro-captive insurance...
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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 stated that it is organized and operates for the purpose of fostering national or international sports competitions. Organization's bylaws include among its purposes "[t]o promote the professional sport of rodeo through the organization of rodeo participants for their mutual benefit" and "[t]o undertake any activity...
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Article of the Month
Introduction 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,...
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