Gift Planning

Saturday April 18, 2015

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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Exit Strategies for Real Estate Investors, Part 14
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment...
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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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Student Aid ORG Denied Exemption
ORG applied for exempt status, but did not provide copies of its organizing documents or bylaws....
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Still Time to Extend Until October 15
As the April 15 tax-filing deadline approaches, the IRS published IR-2015-68 to remind taxpayers...
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Contributions of Mobile Homes and Fixtures
Gifts of tangible property typically fall into one of two categories: real property and tangible...
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Ongoing Projects