Gift Planning

Tuesday September 2, 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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George’s “Green” Sub S Gift On Hold
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on...
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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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Trading Activities Won’t Result in Acquisition Indebtedness
Trust is a qualifying Charitable Remainder Unitrust under Sec. 664 of the Code. As part of its...
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Whopper of an Inversion
Burger King, Inc. announced this week that it would acquire the Canadian restaurant chain Tim...
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Shareholder Strategies to Avoid Inversion Gain
Recent tax policy discussions in Washington, D.C. have focused on the subject of corporate...
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