Gift Planning

Thursday December 18, 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 6
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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Foundation’s Excess Business Holdings Not Subject to Excise Tax
Foundation is a private foundation under Sec. 509 and was originally funded by Founder with shares...
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IRA Rollover and Tax Extenders
Following House passage of the Tax Increase Prevention Act of 2014 (H.R. 5771), the bill moved to...
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Gifts of Pass-Through Business Interests
A charitable gift of a business interest can make a wonderful gift to charity. At the same time,...
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