Donate

You are at: Planned Giving > For Advisors

Friday April 20, 2018

For Advisors

Advisor Resources
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
Charitable Tax Reference - GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
MORE
Deduction Calculator
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...
MORE
Case of the Week
Exit Strategies for Real Estate Investors, Part 9
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....
MORE
Private Letter Ruling
Crowdfunding Organization Denied Exemption
Organization was incorporated in state C on date B. Organization's Certificate of Incorporation states that it is organized exclusively for charitable and educational purposes under Sec. 501(c)(3)....
MORE
Washington News - Ten Ways to Reduce Tax Return Errors
Washington News
Ten Ways to Reduce Tax Return Errors
In IR-2018-86, the Service offered 10 tips for avoiding "common tax return filing mistakes," as the April 17 tax return deadline approaches. These apply especially to taxpayers rushing to file before the deadline. File Electronic Returns - An electronic return is substantially safer than a paper return. Tax preparation software will calculate your tax and warn you about common errors. If you are missing information, the software will prompt you to provide the missing information in...
MORE
Article of the Month
Overview of Life Income Gifts — Part I
Many clients seek guidance from professional advisors regarding retirement, investments, tax planning and charitable giving. These clients are often concerned with maintaining their standard of living...
MORE
scriptsknown