For Advisors
Friday December 13, 2024
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 |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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 |
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Case of the Week
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 began...More |
Private Letter Ruling
Organization applied for tax exempt status under Sec. 501(c)(3). Organization’s primary purpose as a business association is to support local small businesses by sharing knowledge and...More |
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Washington News
December is an important month for IRA and 401(k) owners who are over age 73. The Internal Revenue Service (IRS) reminds taxpayers over age 73 to take a required minimum distribution (RMD) by December...More |
Article of the Month
For individuals at various stages of their careers, retirement planning is an important topic of interest. For those who are charitably minded, charitable gift annuities (CGAs) can serve as a valuable...More |
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