For Advisors
Tuesday September 26, 2023
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and others helping to prepare a will. 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 concise gift illustrations.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
George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His diligence was quickly recognized by...More |
Private Letter Ruling
Decedents established an irrevocable Trust for the benefit of their grandchildren. In the terms of Trust, a separate trust is established for each of the donor's grandchildren. Decedents made...More |
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Washington News
In IR-2023-174, the Internal Revenue Service (IRS) reminded taxpayers in California, Alabama and Georgia that their tax returns and certain tax payments for 2022 are due on Monday, October 16,...More |
Article of the Month
Many professional advisors have clients who are real estate investors. Over the years, these investors have purchased and sold properties under Sec. 1031 to defer recognition of capital gains. Over...More |
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