Friday March 16, 2018

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.
Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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...
Exit Strategies for Real Estate Investors, Part 4
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments....
Foundation's Classification Modified, Exempt Status Unchanged
Organization was granted tax exempt status under Sec. 170(b)(1)(A)(iv). On Part IV of Form 1023EZ under the "Foundation Status" description, Organization stated that it was operated for the...
Washington News - IRS Tips on How to Find a Qualified Tax Preparer
IRS Tips on How to Find a Qualified Tax Preparer
As tax-filing season moves into high gear, many taxpayers realize they will need professional assistance to complete their 2017 tax returns. In IR-2018-41 and FS-2018-5, the IRS offered tips on selecting a paid tax preparer. Last year, taxpayers filed 149 million individual tax returns. Paid tax preparers completed 83 million of the total 149 million returns. How should you select a qualified tax preparer? The Service offers several specific tips. Trustworthy - Your tax preparer should have...
Strategies for IRA Distributions to Family and Charity
According to data collected by the Investment Company Institute, Americans held $7.9 trillion in IRAs by the end of 2016, making IRAs the largest pool of individually held retirement-type assets in...