Planned Giving
For Advisors
Monday February 17, 2025
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 |
Washington News
During tax filing season, fraudsters continue to deceive victims into believing they are Internal Revenue Service (IRS) agents. The IRS is concerned because phone, text, email, and in-person scams are taking place. The IRS emphasizes that it typically contacts taxpayers through a letter or written notice and generally does not initiate contact through phone calls, text messages or emails.
With a growing number of fraudsters and scammers looking for victims, it is important for individuals to be able to distinguish legitimate IRS staff from imposters. All taxpayers should understand basic ways to protect themselves from fraudulent text messages, emails, phone contacts or in-person visits.
Text Messages —...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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 |
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Case of the Week
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value...More |
Private Letter Ruling
Union Organization (Organization) applied for tax exempt status under Sec. 501(c)(3). Its articles state that it is an association of representatives that bargain for wages and benefits, with no...More |
Article of the Month
The United States agriculture and food industry supported over 34 million domestic jobs and contributed $1.53 trillion to the economy in 2023. In addition, American farmers annually produce...More |
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