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

Thursday September 3, 2015

For Advisors

Advisor Spotlight 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 10, 2016, click here to see more information.
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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Lucky Lucy Lindstrom's "Northern Long Shot" Charity
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
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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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Foundation's Scholarship Program Approved
A private foundation (Foundation) intended to establish a scholarship grant program for graduating high school seniors. Any grant paid by a private foundation is considered a taxable expenditure...
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IRS Increases Efforts to Reduce Identity Theft
On August 26, Sen. Kelly Ayotte (R-NH) held a hearing of the Senate Budget Committee in Manchester, New Hampshire. Sen. Ayotte expressed concern about the growth of tax-related...
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Portability Part I - Deceased Spouse and Surviving Spouse
On June 8, 2015 the Treasury approved final regulations governing the portability of the unified gift and estate tax applicable exclusion amount. The final regulations replace previously released...
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