Monday September 25, 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
Lucky Lucy Lindstrom's 'Cousins Scholarship' Plan
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 (RIA) and...
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Private Letter Ruling
Organization Supporting Businesses Denied
Organization applied for tax exempt status under Sec. 501(c)(3). Organization's Articles of Incorporation state that it was organized exclusively for charitable, educational and professional,...
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Washington News
Expanded Relief for Hurricane Irma Victims
As recovery efforts continue in Florida and Georgia for the devastated areas affected by Hurricane Irma, the IRS has expanded its relief plans. In IR-2017-155, 156 and 157, the Service authorized new tax relief for both Florida and Georgia. IRS Letter 155 covers residents of Florida. Many are on extension to file their personal tax returns with the due date of October 16. Now all of the Florida areas designated by the Federal Emergency Management Agency (FEMA) qualify for relief. Tax returns and payments may be filed by January 31, 2018. The relief also applies to...
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Article of the Month
Blended Gifts - Part V
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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