For Advisors

Saturday December 3, 2016

GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More
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...
View Presentation
Case of the Week
Wild Bill Russell's
Bill Russell grew up on the great plains. During his youth, he was a rodeo bull rider and gained fame as "Wild Bill" for his daring exploits. But Wild Bill was an artist at heart and soon decided to...
More
Private Letter Ruling
Extension to Make Portability Election Granted
Decedent died on Date 1, survived by Spouse. In order for Spouse to obtain the benefit of portability of Decedent's deceased spouse unused exclusion (DSUE) amount, Decedent's estate was required to...
More
Washington News
Tax Refund Scam Calls Down 90%
The Treasury Inspector General for Tax Administration (TIGTA) reported good news on the federal government's efforts to combat tax fraud. On October 27, the US published indictments for more than 50 persons operating five call centers in Ahmedabad, India. The US government claimed that these call centers were a massive effort to engage in fraud by impersonating IRS agents. TIGTA Deputy Inspector General for Investigations Timothy Camus reported an October 4 raid by Indian police on another call center in Mumbai, India. As a result of the actions in both Ahmedabad and Mumbai, there has been a dramatic decline in reports of attempted tax refund fraud. Prior to the October indictment, TIGTA was receiving 38,000...
More
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.
More
Article of the Month
Beneficiary Designations – Part II
Alongside wills and trusts, beneficiary designations are becoming increasingly popular as part of a complete estate plan. By simply filling out a beneficiary designation form, individuals can bypass...
More
scriptsknown