Wednesday August 16, 2017

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...
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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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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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Case of the Week
The Values-Based Lead Trust
Stacy Powers, is 40 years old and has led an interesting life. She was the only child of a successful couple. After both started careers, they decided to have a child. During the middle years of...
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Private Letter Ruling
Grant to Charity Considered Unusual Grant
Charity is a tax-exempt nonprofit corporation under Sec. 501(c)(3) and is a public charity under Sec. 509(a)(1) and 170(b)(1)(A)(vi). Charity promotes individual mental, moral, intellectual, artistic...
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Washington News
Sen. Hatch and Rep. Neal Discuss Tax Reform
While millions of Americans are on holiday during August, tax committees in Washington are busy drafting a tax reform bill. Senate Finance Committee Chairman Orrin Hatch (R-UT) was interviewed by national media on August 6. He was asked about the White House proposal to reduce rates to 10%, 25%, and 35%. Hatch responded, "If we could get to those rates, that would be miraculous, and it would be very beneficial for the country." Hatch then went on to describe a number of obstacles to lowering rates. "Looking at what we have going on in Congress right...
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Article of the Month
Blended Gifts - Part IV
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a series of...
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