Friday May 26, 2017

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 10
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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Foundation's Grant Would Be Indirect Self-Dealing
Foundation is a private foundation created by Founder and his wife. Disqualified Person is Founder's granddaughter who created Intermediary, a public charity; she is a disqualified person with respect...
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Washington News - 46% Reduction in IRS Identity Theft Reports
46% Reduction in IRS Identity Theft Reports
On May 18, IRS Commissioner John Koskinen spoke to the Council for Electronic Revenue Communication Advancement (CERCA). He called the 2017 filing season "the smoothest filing season since I became Commissioner." By May of 2017, the IRS received 139 million returns. Over 152 million are expected by the October 16 tax extension filing date. The IRS issued 101 million refunds, with an average payout of approximately $2,800. Koskinen thanked the CERCA members for helping to support the IRS Security Summit. With the help of...
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Blended Gifts – Part I
INTRODUCTION The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to...
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