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Tuesday June 18, 2019

For Advisors

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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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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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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Exit Strategies for Real Estate Investors, Part 11
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched Karl Hendricks was a man with the golden touch. Throughout his life, it seemed...
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Distributed Assets Constitute Unusual Grant
Charity is a public charity that provides injured, special operations combat veterans with outdoor recreational programs to encourage and foster rehabilitation, recovery and transition. B, an exempt...
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Washington News - The New 'Taxpayer Friendly' IRS?
The New 'Taxpayer Friendly' IRS?
On June 13, the Senate passed the Taxpayer First Act (TFA) and sent the bill to the President for his signature. The bill to reform the IRS received praise from leaders of both parties. Senate Finance Committee Chairman Chuck Grassley (R-IA) supported the bill and noted it is "a big first step toward strengthening taxpayer protections and turning the IRS into the customer service organization it ought to be." Senate Finance Committee Ranking Member Ron Wyden (D-OR) also spoke...
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Substantiation Requirements for Charitable Contributions, Part II
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific...
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