Friday July 21, 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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Washington News - IRS Launches "Don't Take the Bait" Campaign
IRS Launches "Don't Take the Bait" Campaign
In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical email could be similar to the following: Subject: Tax Return From: Joe Taxpayer Hello: I got your email from the local directory. Hope you are doing good and actively involved in the tax filing season. I would like to file my tax return which includes that of me and my spouse. Details are below. I would like you to have a review and let me know...
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Charitable Tax Reference - GiftLaw Pro
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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The Gas Guzzler's Deduction, Part 1
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's eighteenth birthday. It is painted bright red and is two tons of metal, muscle and...
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Foundation's Set-Aside Approved
Private Foundation requested advanced approval of a set-aside under Sec. 4942(g)(2). Private Foundation initiated B Symposium several years ago. Private Foundation plans to offer a second Symposium in...
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Foundation's Set-Aside Approved
Private Foundation requested advanced approval of a set-aside under Sec. 4942(g)(2). Private Foundation initiated B Symposium several years ago. Private Foundation plans to offer a second Symposium in...
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Blended Gifts - Part III
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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