For Advisors

Tuesday November 25, 2014

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
Tax Extenders – One Year or Permanent?
As the Thanksgiving holiday rapidly approaches, there are significant negotiations underway on the tax extenders bill. Senate Finance Committee Chairman Ron Wyden (D-OR) presented House Ways and Means Chair Dave Camp (R-MI) with the latest Democratic proposal. Chairman Camp has openly stated that he would like to make permanent as many of the tax extender provisions as possible. Ways and Means Member David Reichert (R-WA) confirmed that point and noted, “We are looking at permanent extenders for all of the extenders that we passed from the House.” The House has passed bills with six permanent business and charitable extenders. The business extenders include bonus depreciation, the research and...
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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
Living on the Edge, Part 3
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea’s home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since...
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Private Letter Ruling
Domicile Change Does Not Require New Exemption Application
Org is a Sec. 501(c)(3) nonprofit formed as a corporation in State 1 that now proposes to change its state of domicile to State 2. The governing laws of State 2 state that Org’s change of...
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Article of the Month
Applying for Tax-Exempt Status Under Sec. 501(c)(3)
Section 501(c)(3) of the Internal Revenue Code exempts qualified organizations from federal income tax. In order for the Internal Revenue Service to recognize an organization as exempt it must submit...
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