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Thursday April 25, 2024

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.
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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...
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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...
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Case of the Week
Gifts from IRAs, Part 3
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value...
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Private Letter Ruling
IRS Approves Scholarship and Grant Procedures
Foundation plans to operate a scholarship program and an educational grant program. The scholarships will be for students completing an undergraduate or graduate degree in the field of their choice to...
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Washington News - No IRS Victory Lap on Direct File
Washington News
No IRS Victory Lap on Direct File
On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the completion of the tax filing season on April 15 and the new Direct File option available to taxpayers in 12 states. Werfel noted, "There is no victory lap here. There is a lot more work to do.” While Werfel was not ready to announce the next steps for the Direct File program, the IRS is completing a review and will release a more complete plan in the near future. A major...
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Article of the Month
C Corporations and Charitable Giving
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications,...
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