Saturday August 22, 2015

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.
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 "No Self-Dealing" Charity
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 (RIA) and...
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Service Grants Portability Election
On Date 1 Decedent died and was survived by Spouse. The value of Decedent’s estate was less than the basic exclusion amount in the year of his death. At the time of Decedent’s death...
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Washington News - Identity Theft Services Tax-Free
Identity Theft Services Tax-Free
In Announcement 2015-22 the IRS stated that receiving identity theft services will not lead to harmful tax consequences. Identity theft “occurs when a person wrongfully obtains and uses...
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Charitable Gifts Using Life Insurance
One of the primary purposes of life insurance is to provide for family in the event the insured passes away prematurely. In this context, professional advisors often use life insurance to protect...
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