Gift Planning

Friday May 22, 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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The Gas Guzzler's Deduction, Part 2
Brandon Bigtop loves his truck, which he affectionately named “the Beast.” It was a...
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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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Charitable Trust Loses Exempt Status
Trust sought tax-exempt status under Sec. 501(c)(3). Trust was organized and operated for the...
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Highway Trust Fund Bill Slowly Rolling Forward
On May 31 the current bill to provide funding for the Highway Trust Fund will expire. If Congress...
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Gifts of Farms
There are significant tax advantages and great opportunities for individuals who make a planned gift...
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Ongoing Projects