Friday November 17, 2017

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
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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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Lucky Lucy Lindstrom's 'Northern Long Shot' Charity Diversifies
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
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Organization Is Denied Exemption
Organization, a for-profit corporation, applied for tax exempt status under Sec. 501(c)(3). Organization's Articles of Incorporation (Articles) state that it was organized to engage in any lawful...
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Washington News - Senate Tax Cuts and Jobs Act
Senate Tax Cuts and Jobs Act
On November 9, the Senate Finance Committee released its version of the Tax Cuts and Jobs Act. The Senate Finance Committee press release stated the bill would provide "fiscally responsible middle-class tax relief by cutting tax rates across the board, reducing the tax burden on American job creators and modernizing our tax system." The Senate Finance Committee release summarized the main provisions of their comprehensive tax bill. Tax Rates - There are seven brackets ranging from 0%...
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Charitable Giving Strategies for Business Ownership Interests — Part I
Many entrepreneurs and investors have accumulated substantial net worth related to their business and investment holdings. For years, these individuals have focused their efforts and attention to...
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