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For Advisors

Wednesday June 26, 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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Taxpayer Advocate Desires IRS Improvements
Washington News
National Taxpayer Advocate Nina E. Olson will be retiring on July 31, 2019. In her final report to Congress, Olson expressed her appreciation for the opportunity to serve taxpayers. "I am enormously grateful for the opportunity I've had to advocate on behalf of our nation's taxpayers," Olson noted. "Amazingly, despite the challenges of complying with our multi-million-word tax code, more than 150 million individual taxpayers and more than 10 million business entities do their civic duty every year by filing income tax returns with the IRS. That is an extraordinary achievement and one we should not take for granted." Olson has also been at the forefront of efforts to improve IRS services. She...
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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
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments....
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Private Letter Ruling
A private foundation ("Foundation") requested advance approval of its educational grant award procedures. Foundation, a tax-exempt organization, plans to award educational grants to encourage...
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Article of the Month
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific...
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