Gift Planning

Saturday July 4, 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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Lucky Lucy Lindstrom's Unitrust
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with 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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Org Aiding Job Seekers Denied Exemption
Org was formed as a for-profit corporation under state law and is seeking exemption under Sec....
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Premium Tax Credit Approved
In a 6-3 decision published on June 25, the Supreme Court upheld the Premium Tax Credit Plan under...
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Charitable Planning With IRAs—Part II
Traditional IRAs pose estate planning challenges for an account owner because at death a traditional...
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Ongoing Projects