Resources
Tuesday January 18, 2022
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 |
Wills Planner
If you would like to create a plan for your future or need to make updates to an existing plan, the Wills Planner can help you get started.More |
|||||
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
Article of the Month
Retirement assets can be an excellent source of gifts to charity with favorable income tax results for the donor. Lifetime gifts of IRA funds may be especially valuable when donors are approaching or...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 |
||||
Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl's passion was real estate, and he was very successful in his...More |
Private Letter Ruling
Organization requested and was recognized as exempt from federal income tax under Sec. 501(c)(4). Organization was incorporated to function as a homeowners' association. Organization's Articles of...More |
|||||