For Advisors

Sunday December 17, 2017

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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IRS Year-End Reminders
Washington News
In IR-2017-201, the IRS "reminds taxpayers there are things they should do now to get ready for filing season." With the continued effort by the IRS to make the entire tax system more secure, there are a number of actions taxpayers can take to plan for a smooth tax filing experience. These seven IRS year-end tips will be helpful for all taxpayers. Charitable Gifts - Your charitable gifts must be delivered by December 31. Checks postmarked in the U.S. Mail before year-end will qualify, even if the checks are cashed by the nonprofit in January. Credit card gifts by December 31 also qualify, even if you pay the bill in January. IRA Distributions - If you are over age 70½, you must take a required...
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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
Don 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, Don nevertheless has...
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Private Letter Ruling
On Date 1, Decedent passed away and was survived by Spouse. In order for Spouse to elect to use Decedent's deceased spousal unused exclusion (DSUE) amount, Decedent's estate was required to file Form...
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Article of the Month
Many entrepreneurs and investors have accumulated substantial net worth related to their business and investment holdings. For years, these individuals have focused their efforts and attention on...
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