Gift Planning

Thursday November 27, 2014

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 is a complete charitable giving and tax information service inside the GiftLaw website...
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Living on the Edge, Part 3
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea’s home...
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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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Domicile Change Does Not Require New Exemption Application
Org is a Sec. 501(c)(3) nonprofit formed as a corporation in State 1 that now proposes to change its...
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Tax Extenders – One Year or Permanent?
As the Thanksgiving holiday rapidly approaches, there are significant negotiations underway on the...
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Applying for Tax-Exempt Status Under Sec. 501(c)(3)
Section 501(c)(3) of the Internal Revenue Code exempts qualified organizations from federal income...
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