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Tuesday March 26, 2019

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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Dying to Deduct, Part 2
Abigail Green was a wonderful and spirited 80-year-old woman. Even in her advanced age, she worked in her garden, handled all of her finances and played golf each weekend. In addition to her busy...
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Transfer of Nonvoting LLC Interests to CLAT Not Self-Dealing
Trustor transferred certain business interests to trusts (Beneficiary Trusts) established for the benefit of Trustor's descendants in exchange for promissory notes that pay interest for a term of 30...
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Washington News - Taxpayer Advocate Service Scam
Taxpayer Advocate Service Scam
The IRS operates the Taxpayer Advocate Service (TAS) to assist taxpayers. As an independent organization within the IRS, the TAS exists to protect your rights as a taxpayer, and help you with tax problems you cannot resolve on your own. The TAS oftens helps answer common questions and concerns. These include "I Can't Pay my Taxes," "How to Choose a Tax Return Preparer," "What is a Health Care Premium Tax Credit," "Identity Theft" and "I Need a...
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Part II - Investor or Dealer? Gifts of Real Estate and Donor Classification
Philanthropically motivated individuals increasingly understand the value of gifting appreciated real estate to charity. Donors are often able to claim a deduction for the property's fair market value...
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