For Advisors

Saturday September 14, 2019

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. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
More
Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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...
View Presentation
Case of the Week
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. John Powers. When Stacy was born, it was a dream come true for the Powers. The Powers were very affluent...
More
Private Letter Ruling
Trust applied for tax-exempt status under Sec. 501(c)(3). Trust was formed as a charitable remainder trust (CRT). E funded the trust with closely-held securities and is co-trustee with F. The trust...
More
Washington News
With about four months left this year, September is an excellent time to check your withholding amounts. In IR-2019-149, the Service explained enhancements to the Tax Withholding Estimator tool on...
More
Article of the Month
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Some donors may not understand the specific...
More
scriptsknown

Resources for Professional Advisors

© Copyright 2019 Crescendo Interactive, Inc. All Rights Reserved.
PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.