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

Saturday July 4, 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...
MORE
Lucky Lucy Lindstrom's Unitrust
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 and began...
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...
MORE
Org Aiding Job Seekers Denied Exemption
Org was formed as a for-profit corporation under state law and is seeking exemption under Sec. 501(c)(3). Org’s Articles of Incorporation state that Org is authorized to issue ownership shares....
MORE
Premium Tax Credit Approved
In a 6-3 decision published on June 25, the Supreme Court upheld the Premium Tax Credit Plan under the Affordable Care Act. The King v. Burwell decision considered the question,...
MORE
Charitable Planning With IRAs—Part II
Traditional IRAs pose estate planning challenges for an account owner because at death a traditional IRA is income in respect of a decedent (IRD). As a result, the beneficiary must pay income tax on...
MORE
scriptsknown