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Saturday June 25, 2022

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 26 Buildings Inside Subchapter S Corporation
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl's passion was real estate, and he was very successful in his...
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QTIP Election Extension Granted
Decedent executed a revocable trust that created various trusts. Upon Decedent's passing, the GST Marital Trust and Non-GST Marital Trust were funded to create the least possible estate tax liability....
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Washington News - Should the IRS File Your Income Tax Return?
Should the IRS File Your Income Tax Return?
April 18, 2022, was a significant day for over 160 million Americans who filed a 2021 federal income tax return. Collectively, taxpayers spent approximately 2 billion hours and over $30 billion in the process of preparing these tax returns. The National Bureau of Economics Research has determined that the IRS could calculate taxes due and provide prepopulated returns to nearly half of U.S. taxpayers. Each taxpayer could accept the prepopulated return or choose to file his or her own...
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Golden Age for Gift Annuities
The American Council on Gift Annuities reports that the most popular age for funding an initial gift annuity is mid-70's. Because the Quiet Generation was born during the Great Depression and World...
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