Planned Giving

Saturday June 24, 2017

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.
MORE
Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
MORE
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...
MORE
Exit Strategies for Real Estate Investors, Part 14
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....
MORE
Transfer of Nonvoting Interests Not Self-Dealing
Founder's revocable trust ("Trust") provides that, after Founder passes away, a non-voting ownership interest in an LLC ("LLC") will pass to Foundation. Foundation has four...
MORE
Washington News - Tax Scam Uses Prepaid Debit Card
Tax Scam Uses Prepaid Debit Card
While the IRS campaign to stop tax scammers has been partly successful, the fraudsters continue to develop new attacks. The latest scam involves a prepaid debit card that the tax scammer claims is linked to the Electronic Federal Tax Payment System (EFTPS). The scammer typically calls the victim and claims the IRS has sent two certified letters. The victim is told not to contact his or her tax preparer, attorney or CPA until making the tax payment. If the victim does not buy a prepaid debit card, he or she is threatened with immediate...
MORE
Blended Gifts — Part II
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a series of...
MORE
scriptsknown