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Sunday March 3, 2024

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 13
Karl 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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Foundation's Set Aside Approved
Foundation is tax-exempt under Sec. 501(c)(3) and a private foundation under Sec. 509(a). Foundation’s purpose is to serve orphans and other destitute children with a preference given to those...
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Washington News - Many Taxpayers Benefit From "Where's My Refund?"
Many Taxpayers Benefit From "Where's My Refund?"
The latest Internal Revenue Service (IRS) Tax Time Guide highlights the popular use by taxpayers of the "Where’s My Refund?" tool. Tax-filing is in high gear and the IRS issues millions of tax refunds each week. Taxpayers are flocking to the IRS website to use the "Where’s My Refund?" tool. This tool has three main sections. First, a taxpayer can confirm that his or her return has been received. The second stage is for the IRS to approve the return. The third...
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Employee Stock Ownership Plans and Charitable Giving
Employee Stock Ownership Plans (ESOPs) are innovative and flexible financial instruments that allow employees to have a stake in the ownership of their company. While ESOPs are often associated with...
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