Friday June 23, 2017

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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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 turned to gold. By far, Karl was most successful with real estate investments....
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Transfer of Nonvoting Interests Not Self-Dealing
Founder's revocable trust ("Trust") provides that, after Founder passes away, a non-voting ownership interest in an LLC ("LLC") will pass to Foundation. Foundation has four directors, including...
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Tax Scam Uses Prepaid Debit Card
While the IRS campaign to stop tax scammers has been partly successful, the fraudsters continue to develop new attacks. The latest scam involves a prepaid debit card that the tax scammer claims is...
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Blended Gifts — Part II
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a series of current...
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