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Wednesday November 29, 2023

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
Check Goes Postal - Year End Gifts - Part 2
Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best summed up as “my way or the highway.” While sometimes difficult to work with, Gregory...
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Private Letter Ruling
Healthcare Sharing Program Denied Exempt Status
Organization applied for exempt status under Sec. 501(c)(3). Organization’s Articles of Incorporation state that its purpose is to promote health care freedom through a specific program based on...
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Washington News - National Tax Security Awareness Week
Washington News
National Tax Security Awareness Week
On November 17, 2023, the Internal Revenue Service (IRS) and its Security Summit partners announced the annual National Tax Security Awareness Week that focuses on protecting the financial information of taxpayers and tax professionals. The 8th annual National Tax Security Awareness Week is from November 27 to December 1, 2023. The Security Summit is a coalition of the IRS, state tax administrators, tax software companies and the tax professional community. With the holiday shopping season...
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Article of the Month
Substantiation of Charitable Gifts of Art, Part Two
Donating a work of art to a charitable organization can be a meaningful way to align an individual's passion for art and culture with their philanthropic goals. Charitable gifts of art can offer...
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