For Advisors

Tuesday September 2, 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
Whopper of an Inversion
Burger King, Inc. announced this week that it would acquire the Canadian restaurant chain Tim Hortons, Inc. Following the acquisition, Burger King will move its corporate headquarters to Ontario. The “inversion” will save an estimated $8 million per year in U.S. corporate taxes. Burger King’s lead product is the Whopper. This oversized hamburger with a quarter pound patty has been very popular. Burger King now has more than 11 million customers per day and over 13,000 restaurants in 95 countries. Burger King shareholders will receive 0.99 share of the new company and 0.01 share of a Canadian partnership for each share of common stock. Generally, shareholders may choose to receive...
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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
George’s “Green” Sub S Gift On Hold
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
Trading Activities Won’t Result in Acquisition Indebtedness
Trust is a qualifying Charitable Remainder Unitrust under Sec. 664 of the Code. As part of its investment strategy, Trust will invest in a number of funds that will be treated as partnerships for tax...
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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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