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For Advisors

Sunday July 22, 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 Promotes "Security Six" Computer Safeguards
Washington News
In IR-2018-150, as part of an ongoing effort to increase safety of computer data, the Service published the "Security Six." The publication provides six ways to protect your data. While these six security measures are aimed toward tax professionals, everyone can benefit from the IRS computer security recommendations. The "Security Six" measures include installing anti-virus software, consistent backups of data, two-factor authentication, data encryption, software firewalls and a data security plan. Anti-virus Software - Everyone should have an anti-virus software program on all computers, laptops and tablets. The anti-virus software can be set...
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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
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. John Powers. When Stacy was born, it was a dream come true for the Powers. The Powers were very...
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Private Letter Ruling
A private foundation ("Foundation") requested advance approval of its scholarship and educational grant procedures. Foundation, a tax-exempt organization, plans to operate a need and...
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Article of the Month
Cryptocurrency is an encrypted form of digital virtual currency which has grown in prominence, as its most popular variant, Bitcoin, has exploded in value in recent years. With increased...
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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.