Thursday August 16, 2018

For Advisors

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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Lucky Lucy Lindstrom's Flood Recovery Plan
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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IRS Encourages Taxpayers to Check Their Withholding Amounts
The IRS is conducting a second "paycheck checkup" the week of August 13 in an effort to encourage taxpayers to calculate withholding amounts for their 2018 returns. In light of the new tax law, many...
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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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Service Rules on Spousal IRA Rollover
Decedent and Taxpayer established Trust, a revocable trust. Decedent subsequently passed away, leaving Taxpayer as the sole trustee of Trust. Trust was the beneficiary of Decedent's IRA. Under the...
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Charitable Gifts of Commercial Annuities and Savings Bonds
Savings bonds and commercial annuities are considered by many to be very safe investments for individuals. Investors enjoy the guaranteed return these assets offer. Many individuals are concerned that...
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ENF Donor Bill of Rights