For Advisors

Monday April 29, 2024

Advisor Resources 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. More

GiftLaw Pro Charitable Tax Reference GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website... More		Deduction Calculator 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... View Presentation

Case of the Week Gifts from IRAs, Part 4 Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard... More		Private Letter Ruling NIL Nonprofit's Exempt Status Denied Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is organized and operated to enlist collegiate student athletes from a particular university's sports teams to... More

Washington News Payment Options For Late Tax Filers In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing and payment rules. While over 139 million taxpayer returns were filed this year, there... More		Article of the Month C Corporations and Charitable Giving Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications,... More