For Advisors

Monday March 8, 2021

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
Stress-Free Tax Filing Tips
Washington News
As the tax season moves into high gear, the IRS has published a series of tax tips for stress–free filing. The IRS asks taxpayers to keep these tips in mind to ensure their taxes are done correctly and to receive prompt refunds. Keep Good Records — Taxpayers should gather their records. A key to easy tax filing is maintaining good records. These records enable taxpayers to take appropriate deductions and receive credits. Use IRS.gov — The IRS website is available around the clock. It is often the fastest way to obtain assistance from the Service. You can use IRS.gov to file your tax returns, pay taxes, receive information about your returns or find answers to various tax questions. The IRS Services Guide on the website explains the best ways to obtain assistance from the IRS. Use Helpful Online Tools — IRS.gov includes a wealth of helpful tools. The Interactive Tax Assistant provides quick answers to many tax questions. The IRS has upgraded this tool and it...
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
Abigail Green was a wonderful and spirited 80-year-old woman. Even in her advanced age, she worked in her garden, handled all her finances and played golf each weekend. In addition to her busy...
More
Private Letter Ruling
Foundation requests advance approval of its scholarship procedure under Sec. 4945(g). Foundation will operate programs C and D. The purpose of C is to award scholarships to high school students to...
More
Article of the Month
For many donors, the most significant part of their net worth is real estate. Thus, donors regularly make real estate charitable gifts. As a general rule, many charities prefer gifts of cash, stocks...
More
scriptsknown