For Advisors

Monday September 29, 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 Fraud Costs $5.2 Billion
A Government Accountability Office (GAO) report published on September 22 strongly urged IRS Commissioner John Koskinen to take bold action against tax refund fraud. There was an estimated $5.2 billion in fraud during the past year. Several Congressional leaders responded with pointed requests to the IRS Commissioner and strongly advocated improved efforts to combat tax refund fraud. Senate Finance Chair Ron Wyden (D-OR) noted, “This GAO report is an important step forward as it makes a number of important recommendations for verifying that taxpayers are getting the refunds they deserve and that the fraudsters don’t get them instead. I’m working closely with my colleagues here in the Congress...
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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
Green Supporting Organization Bailout?
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. But George was a diligent student and was determined to become a successful business...
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Private Letter Ruling
IRS Rules on Transfer of Donations to Foreign Subsidiary
ORG is a tax-exempt nonprofit public benefit corporation under Sec. 501(c)(3) of the Code. ORG’s purpose is to support foreign-born orphan children. ORG plans to operate programs in the U.S. and...
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Article of the Month
Shareholder Strategies to Avoid Inversion Gain
Recent tax policy discussions in Washington, D.C. have focused on the subject of corporate inversions. This article will discuss the topic of corporate inversions generally, explain the specifics of...
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