Wednesday October 23, 2019

For Advisors

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...
More
Charitable Tax Reference
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More
Lucky Lucy Lindstrom's 'Personal Loan' Charity
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...
MORE
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...
More
Organization Providing Death Benefits Not Exempt
Organization requested exempt status under Sec. 501(c)(3) by submitting Form 1023-EZ. Organization’s organizing document limits its purposes to one or more exempt purposes under Sec. 501(c)(3)....
MORE
National Work and Family Month - Military Family Benefits
In 2003, the U.S. Senate passed a resolution establishing October as National Work and Family Month. In support of military families, the IRS published IR-2019-169 to explain the tax benefits created...
MORE
New Decade Nonprofit Trends
Author: A. Charles Schultz, JD, AEP® "It is tough to make predictions, especially about the future."        Yogi Berra, Baseball Coach and Philosopher As we...
MORE
scriptsknown