Message Sent
Thank you for your inquiry. We will respond to you as soon as possible.
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 |
Washington News
During the summer season, the Internal Revenue Service (IRS) reminds consumers to protect themselves from potential identity thieves. There has been a dramatic increase in online shopping and emails or texts from friends and family. Be aware of common scams.
The IRS states, "We urge people to be extra careful with their personal and financial information during this period while shopping online or getting suspicious emails or texts. Taking a few simple steps can keep people from becoming victims of identity theft and protect their sensitive personal information needed for tax returns and refunds."
The IRS cautions that identity thieves continue to update and enhance their strategies. They are always...More |
|||||
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...View Presentation |
|||||
Case of the Week
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his...More |
Private Letter Ruling
Foundation requested advanced approval of its scholarship procedures under Sec. 4945(g)(1). The purpose of the scholarship is to provide financial and mentoring support to eligible students. The...More |
Article of the Month
Charitable giving is a powerful tool for individuals of all ages and income levels who want to make a philanthropic impact that is aligned with their current financial circumstances. Different gift...More |
||||
