Gift Planning

Monday March 30, 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 12
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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Umpire Group Does Not Qualify for Exempt Status
ORG was originally incorporated and recognized as exempt under Section 501(c)(7) of the Code. Its...
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IRS 'Treat Taxpayers Nice' Rules
In 1998, Congress passed the IRS Restructuring and Reform Act, which included a list of ten...
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Donating Real Estate Part II
Real estate is an excellent asset to donate to charity. There are a number of planned giving...
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