Monday July 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.
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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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Exit Strategies for Real Estate Investors, Part 16
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments....
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Distribution from CLAT Will Not Cause Recognition of Gain or Loss
A trust's authorized representative requested that State's court terminate the interests of the trustees and transfer trust's property to Foundation. Donor created a charitable lead annuity trust...
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Washington News - IRS Tips on Spyware, Malware and Phishing
IRS Tips on Spyware, Malware and Phishing
In IR-2019-127, the Service outlined useful steps to protect your personal computer data. With the growing number of attacks and reports of expensive payments demanded for ransomware, every computer user should install and understand the use of anti-virus software. Automatic Scans — You can set up your anti-virus software to make periodic scans of specific directories or to prompt you regularly to run a scan. Manual Scans — You can choose to manually scan your directories, email attachments or web downloads. If you decide to manually scan, you can also select an option to scan CDs...
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Substantiation Requirements for Charitable Contributions, Part III
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific...
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