Planned Giving

For Advisors

Friday April 26, 2024

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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IRS Online Shopping Security Tips
Washington News
In IRS-2017-173, the IRS offered seven tips for online holiday shoppers. With "cyber Monday" and other online specials drawing millions of American shoppers, these tips can protect you from cybercriminals. Familiar Online Stores - Use online stores with good reputations and familiar names. The URL or online address should start with "https." The "s" shows the website has a security certificate. Unprotected WiFi - Avoid using public WiFi for online purchases. Thieves can monitor activity on public WiFi. If you use your credit card to purchase items on public WiFi, a cybercriminal may be able to steal your financial information. Security Software - Anti-virus software is reasonable in...
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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
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 (RIA) and...
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Private Letter Ruling
A private foundation ("Foundation") requested approval of an educational grant program. Foundation proposes to fund a fellowship program that would send members of a specified ethnic group to City to...
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Article of the Month
Many entrepreneurs and investors have accumulated substantial net worth related to their business and investment holdings. For years, these individuals have focused their efforts and attention on...
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