Sunday September 22, 2019

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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Lucky Lucy Lindstrom's Unitrust
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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Foundation's Payments to Founder's Entity Not Self-Dealing
Foundation is a nonprofit private foundation under Sec. 509. Foundation engages in grant making and providing consulting services to charitable entities. Founder is a substantial contributor to...
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Washington News - IRS Program to Increase Employee Smartphone Security
IRS Program to Increase Employee Smartphone Security
One important function of the Treasury Inspector General for Tax Administration (TIGTA) is to review IRS security practices. The IRS is tasked with protecting personal tax information for over 140 million American taxpayers. TIGTA regularly reviews IRS policies to encourage higher levels of security for these tax records. One of the negotiated agreements between the IRS and its 80,000 employees is that they are permitted to use their personal iPhones. This is called the "bring your own device (BYOD)" plan. The TIGTA report noted this policy increases the productivity of IRS employees and reduces costs. IRS employees who desire to use this program must register their smartphones with the Service....
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Substantiation Requirements for Charitable Contributions, Part V
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Some donors may not understand the specific...
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