Monday March 8, 2021

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...
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Charitable Tax Reference
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Dying to Deduct, Part 2
Abigail Green was a wonderful and spirited 80-year-old woman. Even in her advanced age, she worked in her garden, handled all her finances and played golf each weekend. In addition to her busy...
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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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Foundation's Scholarships Not Taxable
Foundation requests advance approval of its scholarship procedure under Sec. 4945(g). Foundation will operate programs C and D. The purpose of C is to award scholarships to high school students to...
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Stress-Free Tax Filing Tips
As the tax season moves into high gear, the IRS has published a series of tax tips for stress–free filing. The IRS asks taxpayers to keep these tips in mind to ensure their taxes are done...
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Charitable Gifts of Real Estate - Part VI
For many donors, the most significant part of their net worth is real estate. Thus, donors regularly make real estate charitable gifts. As a general rule, many charities prefer gifts of cash, stocks...
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