Sunday April 18, 2021

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.
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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Gifts from IRAs, Part 5
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin...
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Foundation's Scholarships Not Taxable
Foundation requests advance approval of its educational grant procedures under Sec. 4945(g). Foundation will operate a scholarship program. The scholarship program will provide funding to young adults...
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Washington News - Economic Impact Payments for Individuals Experiencing Homelessness
Economic Impact Payments for Individuals Experiencing Homelessness
In IR–2021–87, the Internal Revenue Service (IRS) urged advisers and organizations to help people experiencing homelessness benefit from Economic Impact Payments (EIPs). Many individuals experiencing homelessness do not have a permanent address or a bank account. However, they still may qualify for a $1,400 Economic Impact Payment. The IRS is attempting to get information to individuals who are experiencing homelessness, the rural poor and other historically under-served groups. Community groups, employers and staff of homeless shelters are urged to help individuals learn about EIPs. IRS Commissioner Chuck Rettig stated, "The IRS has been continuing to work directly with groups inside and outside...
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2021 Charitable Contribution Opportunities
In early 2020, the economy saw a sharp decline as the coronavirus began to spread throughout the United States. Shortly thereafter, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was...
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