For Advisors

Saturday April 30, 2016

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.
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Planned Giving Seminar
Planned Giving Seminar
Please mark your calendars for the 18th Annual Estate, Tax, Legal & Financial Planning Seminar on Wednesday, February 10, 2016.
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments....
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Private Letter Ruling
Taxpayer is a corporation, and as such is prohibited from contributing to federal election campaigns. Taxpayer established a political action committee (PAC) funded by its employees. PAC disburses...
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Washington News
Each year President Obama and Vice President Biden publish their tax returns. For 2015 President and Mrs. Obama paid $81,472 in federal tax on total income of $436,065. The salary of the President...
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Article of the Month
Charitable lead trusts have become more attractive as an estate and income tax planning tool. The reason for this is the historically low Section 7520 rates (Applicable Federal Rates or AFRs). In...
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