For Advisors

Monday July 6, 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 Long Shot Unitrust
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 and began...
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Private Letter Ruling
ORG Denied Exempt Status
ORG was established as a Sec. 501(c)(3) organization for the purpose of providing spiritual, emotional and other support to grieving persons. ORG has seven board members including the founders B, C,...
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Washington News
Will Congress Fix the Tax Code?
As Americans are enjoying the 4th of July holiday, the House Ways and Means Committee staff published a summary of efforts to improve the tax code. These efforts highlight the potential changes in three areas of taxation. 1. Permanent Tax Extenders - There are 55 tax provisions that are extended for one or two years at a time. Unfortunately, the extension in 2014 occurred in mid-December. It is very difficult for people to plan or use provisions such as the IRA charitable rollover when the bills are passed so late in the year. Therefore, Ways and Means Committee staff believe that several of the tax extenders should be made permanent. The committee has passed bills to make permanent the charitable IRA rollover,...
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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 Planning With IRAs—Part II
Traditional IRAs pose estate planning challenges for an account owner because at death a traditional IRA is income in respect of a decedent (IRD). As a result, the beneficiary must pay income tax on...
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