For Advisors

Sunday August 25, 2019

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
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
Keith and Karen Crosby, ages 75 and 72, own a parcel of undeveloped real estate that they have held since 1979. They purchased the property for $10,000 and the current fair market value is...
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Private Letter Ruling
Organization was formed as a 509(a)(2) organization which was supported primarily by fees. Organization's support has since changed from fees to gifts, grants and contributions. On its Form 990,...
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Washington News
In IR-2019-145 the Service warned taxpayers about a new email scam. Fraudsters send emails with the phrases, "Automatic Income Tax Reminder" or "Electronic Tax Return Reminder." The emails are...
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Article of the Month
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific...
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