Tuesday October 22, 2019

For Advisors

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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
Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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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Lucky Lucy Lindstrom's 'Personal Loan' Charity
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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Organization Providing Death Benefits Not Exempt
Organization requested exempt status under Sec. 501(c)(3) by submitting Form 1023-EZ. Organization’s organizing document limits its purposes to one or more exempt purposes under Sec. 501(c)(3)....
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National Work and Family Month - Military Family Benefits
In 2003, the U.S. Senate passed a resolution establishing October as National Work and Family Month. In support of military families, the IRS published IR-2019-169 to explain the tax benefits created...
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New Decade Nonprofit Trends
Author: A. Charles Schultz, JD, AEP® "It is tough to make predictions, especially about the future."        Yogi Berra, Baseball Coach and Philosopher As we...
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