For Advisors

Friday May 27, 2016

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 17 - The Double Deferral Solution
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
Bargain Sale Deemed Unusual Grant
A public charity (Charity) requested recognition of an unusual grant. Grantors B, C and D (Grantors) seek to do a bargain sale with Charity concerning some non-voting stock. The sale will result in a...
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Washington News
Military Appreciation Month Tax Guide
In IR-2016-77 the Service highlighted a new tax guide on www.IRS.gov to help military members and their families. May is Military Appreciation Month and the IRS explains tax benefits available for Service members. 1. Combat Pay – Pay for service in Afghanistan, Iraq or other combat zones is partly or fully tax-free. 2. Reservist Travel – If a military person travels over 100 miles to his or her Reserve or National Guard duty station, there will be a deduction available for unreimbursed travel expenses. This deduction is available even if the military member does not itemize deductions. 3. Moving Expenses – While many expenses are covered for moves on official orders, a military member may have...
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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
Supporting Organizations — Part I
Historically, the government has divided charities into two distinct camps: public charities and private foundations. In general, it is more advantageous for a charity to be categorized as a public...
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