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Thursday September 18, 2014

For Advisors

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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Washington News

With just two weeks in the brief September legislative session, the only major bill likely to be passed will be a continuing resolution. Rep. Harold Rogers (R-KY) introduced a bill this week to continue government operations from October 1 to December 11, 2014. This bill is expected to be passed during the shortened session. However, Members of the House Ways and Means Committee and Senate Finance Committee have been meeting informally to discuss tax extenders. There will be no action taken until November in the lame duck session, but it is beneficial for both the House and Senate members to start the discussions. The House has passed 10...

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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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Case of the Week

George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. But George was a diligent student and was determined to become a successful business...

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Private Letter Ruling

Trust Fund was established by Company and is an exempt private foundation under 501(c)(3) of the Code. Trust Fund’s purpose is to distribute funds to Project, a program...

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Article of the Month

Recent tax policy discussions in Washington, D.C. have focused on the subject of corporate inversions. This article will discuss the topic of corporate inversions generally, explain the specifics of...

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