For Advisors

Sunday February 1, 2015

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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Washington News
IRS Tips to Avoid Identity Theft
As the tax-filing season opens, the IRS has offered eight “tax tips” for your protection. 1. Social Security Number – Do not carry your Social Security card or other identification items that contain a Social Security number in a wallet or purse. If you have an Individual Taxpayer Identity Number (ITIN), you should also protect it. 2. Protect SSN – Do not give out your Social Security number to stores or businesses unless there is a specific need. 3. Financial Information – Attempt to protect your financial information and do not give out your banking information to anyone without a specific reason or requirement. 4. Credit Report – You should check your credit report...
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GiftLaw Pro
Charitable Tax Reference
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
Exit Strategies for Real Estate Investors, Part 4
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
ORG Is Denied Tax-Exempt Status
ORG applied for tax-exempt status as a public charity under Sec. 501(c)(3) of the Code. The purpose of the organization is to provide therapeutic services, assistive services and affordable housing to...
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Article of the Month
Donating Real Estate
Charitable gifts of real estate can be a great way for a client to avoid capital gains taxes, generate an income tax deduction and achieve personal objectives such as leaving a legacy by making a...
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