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Sunday July 12, 2020
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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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Washington News
In IR–2020–145, the Service encouraged taxpayers to remember the July 15 tax-filing deadline. With the impact of the coronavirus on all Americans, the IRS changed the filing date this year...
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Case of the Week
Abigail was a wonderful and spirited 80-year-old woman. Even in her advanced age, she worked in her garden, handled all of her finances and played golf each weekend. In addition to her busy schedule,...More |
Private Letter Ruling
Organization was incorporated as a tax-exempt organization under Sec. 501(c)(3). Later, the Service requested information regarding Organization's exempt activities. Additionally, the Service...More |
Article of the Month
Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high-net-worth individuals. Lead trusts often involve significant legal and administrative costs and are...More |
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