Planned Giving

P.O. Box 3142
St. Petersburg, FL 33731-3142
Telephone: 727-767-8914
Office Hours: Mon.-Fri., 8:30 am - 5:00 pm

Friday July 25, 2014

For Advisors

Advisor Resources We offer many seminars that interest professionals. 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. We also offer an annual continuous education seminar. Our next seminar is on February 12th, 2014, click here to see more dates.
Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Baroness Edna and the Depreciation Dilemma
Will Rogers has been credited with saying "Buy land. They ain't making any more of the stuff." These words were not lost on Edna Appleby. Edna began purchasing parcels of land around her...
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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...
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House of Worship Denied Exemption
ORG submitted an application for tax-exempt status under Sec. 501(c)(3). ORG was formed to maintain a Jewish house of worship. C, ORG’s Secretary, also has a synagogue in his home. Initially,...
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IRA Rollover Passes House – On To Senate
On July 17 the IRA rollover and four other charitable bills passed the House on a 277-130 vote. Of the 12 different permanent tax extenders that have moved through the House Ways...
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Reducing the Medicare Tax – Part III
Charitable Lead Trust Planning for NIIT Individuals with substantial assets may determine that a charitable lead trust will be beneficial in reducing NIIT. For people with current substantial...
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