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You are at: Planned Giving > For Advisors

Wednesday May 22, 2013

For Advisors


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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Charitable Tax Reference - GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro
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 14
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl was most successful with real estate investments. It...
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Private Letter Ruling
IRS Denies Exempt Status to Healthcare Research ORG
ORG is applying for exemption under Section 501(c)(4). ORG is a membership association that provides its members access to limited medical indemnity benefits, discounts on products and services and...
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Washington News - Coalition Supports Charitable Tax Deduction
Washington News
Coalition Supports Charitable Tax Deduction
This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to move forward with tax reform. Sen. Baucus noted that last week he and Rep. Camp had launched a new TaxReform.gov website. Baucus stated, "Since the launch of the site less than a week ago, we have received thousands of ideas directly from the American people on how to improve the tax code. I want to thank all those who shared their ideas and opinions, and I encourage more...
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Article of the Month
What Do Major Donors Want?
Major donors have realized that they face higher taxes with the American Taxpayer Relief Act passed on January 1, 2013. Single persons must pay the Medicare tax at $200,000 AGI, may lose part of...
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