For Advisors
Sunday November 3, 2024
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.More |
Washington News
In IR-2024-283, the Internal Revenue Service (IRS) reminded taxpayers to be cautious about fraudsters during the holiday season.
October is National Cybersecurity Awareness Month. During this season, the IRS and Security Summit partners focus on protecting individuals from identity theft and fraud.
The holidays are a season of celebration. Millions of Americans shop online and browse on social media. However, fraudsters delight in knowing many individuals do not understand the best practices for online security. The holiday season can be an open door for swindlers who are "eager to swipe people's personal information” and use it for identity theft.
Security Summit members urge everyone to be vigilant and encourage parents to teach children and teens how to recognize and avoid online scams. Many children and teens have smartphones and spend time every day texting friends...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...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...View Presentation |
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Case of the Week
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 |
Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(3). Organization’s articles of incorporation state that its purpose is to host local fundraisers to help startup businesses with capital...More |
Article of the Month
For many individuals, at various stages of their careers, retirement planning is an important topic of interest. For those who are charitably minded, Charitable Gift Annuities (CGAs) can serve as a...More |
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