For Advisors

Friday January 30, 2015

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
GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More
Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea he touched turned to gold. By far, Karl was most successful with real estate investments. It was...
More
Washington News
In the State of the Union Address on January 20, President Obama outlined several White House proposed tax reforms for 2015. The general plan includes several tax increases on upper-income persons...
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
Private Letter Ruling
ORG is an educational institution under Sec. 501(c)(3). ORG implemented Program A, an online educational program. ORG developed Software X to run and track Program A. ORG formed B, a for-profit...
More
Article of the Month
With the start of the New Year, it is an excellent time for gift planners, advisors and donors to consider tax planning opportunities for 2015. There now have been two full tax years under the...
More

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now

Free Wills Guide

Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide.
Request Now

E-newsletter Sign Up

Please click on the link below to register for our weekly e-newsletter.
Sign up

scriptsknown