For Advisors

Monday March 2, 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
$6.3 Billion in Direct Pay Taxes
In IR-2015-34 the IRS reminded taxpayers that they may use Direct Pay to make their tax payments this year. Direct Pay is a free online tool that may be used either for tax payments or quarterly tax amounts. The IRS suggested that taxpayers should go to irs.gov/directpay and learn about this method. The tax payments may be scheduled from your bank or savings account up to 30 days in advance. As of February 26, the IRS reports that it has received over 50 million returns. There are 40 million refunds that add up to approximately $125 billion. There were over 158 million visits during tax season to www.irs.gov. The use of the IRS website is up over 10% this year. Are taxpayers using professionals or preparing...
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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 8
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
Farmers' Market Denied Exemption
ORG is operated to organize and promote a nonprofit farmers' market. The farmers' market will provide quality locally grown and produced agricultural products, prepared foods and crafts. ORG's bylaws...
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Article of the Month
Donating Real Estate Part II
Real estate is an excellent asset to donate to charity. There are a number of planned giving strategies involving real estate that will entitle the donor to a charitable deduction, provide a bypass of...
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