Gift Planning

Friday October 31, 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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Using Plastic to Make Gold, Year End Gifts – Part 3
Don Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best...
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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 Grants Not Taxable
Foundation is a tax-exempt private foundation within the meaning of Sec. 509(a). Foundation proposes...
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401K Limit Increased to $18,000 for 2015
Each October the IRS publishes the increased limits for retirement plans for the following year....
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Donor Advised Fund or Private Foundation?
The United States is a country with significant wealth. A recent study revealed that about 10...
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