Gift Planning

Sunday September 14, 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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Lead to Remainder Double Charitable Trust
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on...
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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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Distributions Do Not Threaten Foundation’s Exemption
Trust Fund was established by Company and is an exempt private foundation under 501(c)(3) of the...
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House and Senate Tax Extender Meetings
With just two weeks in the brief September legislative session, the only major bill likely to be...
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Shareholder Strategies to Avoid Inversion Gain
Recent tax policy discussions in Washington, D.C. have focused on the subject of corporate...
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