For Advisors

Thursday August 28, 2014

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.
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GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Case of the Week
Bill Russell grew up on the Great Plains. During his youth, he was a rodeo bull rider and gained fame as “Wild Bill” for his daring exploits. After a major injury, he married his...
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Washington News
Speaking to the National Society of Accountants (NSA) in Baltimore on August 21, IRS Commissioner John Koskinen warned of future IRS problems. The two primary challenges for the IRS are budget cuts...
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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
Foundation was created through a trust agreement by the Son of Founder A and Founder B (Founders). Under the Founder’s estate plan, the residuary estate of the first spouse to die is to pass to...
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Article of the Month
What is virtual currency? Virtual currency is best understood by highlighting the difference between virtual currency and real currency. The term “real currency” refers to the coin and...
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