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Sunday March 24, 2019

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.
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Washington News
Taxpayer Advocate Service Scam
The IRS operates the Taxpayer Advocate Service (TAS) to assist taxpayers. As an independent organization within the IRS, the TAS exists to protect your rights as a taxpayer, and help you with tax problems you cannot resolve on your own. The TAS oftens helps answer common questions and concerns. These include "I Can't Pay my Taxes," "How to Choose a Tax Return Preparer," "What is a Health Care Premium Tax Credit," "Identity Theft" and "I Need a Filing Extension." The latest creative scam involves robocalls claiming to represent the TAS. The return phone number is similar to the TAS numbers in major cities. When the taxpayer returns the call, the scammer uses a...
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GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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...
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Case of the Week
Abigail Green was a wonderful and spirited 80-year-old woman. Even in her advanced age, she worked in her garden, handled all of her finances and played golf each weekend. In addition to her busy...
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Private Letter Ruling
Trustor transferred certain business interests to trusts (Beneficiary Trusts) established for the benefit of Trustor's descendants in exchange for promissory notes that pay interest for a term of 30...
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Article of the Month
Philanthropically motivated individuals increasingly understand the value of gifting appreciated real estate to charity. Donors are often able to claim a deduction for the property's fair market value...
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