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For Advisors

Saturday January 20, 2018

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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IRS Warns of Scam Targeting Tax Professionals
Washington News
On January 9, the IRS released a warning to tax professionals in IR-2018-2 after receiving numerous reports of heightened fraud activity. The reports reveal that cybercriminals are sending emails posing as potential clients or the IRS in an effort to lure sensitive client data from tax practitioners. In recent days, tax professionals have contacted the IRS after receiving fraudulent emails from cyber thieves posing as potential clients. The thief will often send an introductory email followed by a second email containing a phishing link, or an attached document containing a phishing link, claiming his or her tax data is enclosed. If clicked, the link or attachment could install malware on the tax professional's...
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Charitable Tax Reference
GiftLaw Pro
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
Barbara Banker started with nothing. She did not own a bank, nor did she have anything to place in the bank. Barbara lived in a midsized town and worked in the local hardware store where the store...
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Private Letter Ruling
Organization was granted tax-exempt status under Sec. 501(c)(3). The founding purpose of Organization was to serve low-income and minority populations through community service, civic engagement and...
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Article of the Month
On December 22, 2017, the Tax Cuts and Jobs Act (TCJA) was enacted. The White House and Congress had three goals. First, they wanted to simplify the code by doubling the standard deduction. This would...
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PRIVACY STATEMENT

CRI is a 501(c)(3) charitable organization, so your donations are deductible for federal or state tax purposes as allowed by law.

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.