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For Advisors

Thursday May 25, 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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46% Reduction in IRS Identity Theft Reports
Washington News
On May 18, IRS Commissioner John Koskinen spoke to the Council for Electronic Revenue Communication Advancement (CERCA). He called the 2017 filing season "the smoothest filing season since I became Commissioner." By May of 2017, the IRS received 139 million returns. Over 152 million are expected by the October 16 tax extension filing date. The IRS issued 101 million refunds, with an average payout of approximately $2,800. Koskinen thanked the CERCA members for helping to support the IRS Security Summit. With the help of companies that provide tax-filing software and services, there has been major progress in "efforts to combat stolen identity refund fraud and protect taxpayer data." In...
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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
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....
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Private Letter Ruling
Foundation is a private foundation created by Founder and his wife. Disqualified Person is Founder's granddaughter who created Intermediary, a public charity; she is a disqualified person with respect...
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Article of the Month
INTRODUCTION The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a...
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