For Advisors

Thursday August 27, 2015

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
Lucky Lucy Lindstrom's
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
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Private Letter Ruling
Foundation's Set-Aside Program Approved
A private foundation (Foundation) petitioned the Service for approval of a set-aside program pursuant to Sec. 4942(g)(2). Foundation intended to set aside a grant for a matching grant program to...
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Washington News
Back to School Tax Benefits
As students return to colleges and universities this month, the IRS summarized the tax benefits available to students in IR-2015-102. Two of the primary credits are the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC). A taxpayer may claim one or the other credit for a particular student. You must file IRS Form 140 or 140A and also Form 8863, Education Credits. The student must attend an eligible college, university or vocational school. A college or university must give each student IRS Form 1098-T by January 31 each year (however, in 2016 the due date is February 1 because the previous day is a Sunday). A taxpayer will use Form 1098-T and refer to the instructions for Form 8863 to...
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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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Article of the Month
Charitable Gifts Using Life Insurance
One of the primary purposes of life insurance is to provide for family in the event the insured passes away prematurely. In this context, professional advisors often use life insurance to protect...
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