Planned Giving

For Advisors

Sunday July 12, 2020

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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Last Minute Tax Filers Nearing July 15 Date
Washington News
In IR–2020–145, the Service encouraged taxpayers to remember the July 15 tax-filing deadline. With the impact of the coronavirus on all Americans, the IRS changed the filing date this year from April 15 to July 15. For last-minute filers, the Service highlighted the many helpful resources on IRS.gov. Taxpayers have already accessed the IRS website 1.2 billion times during this filing season. Many of the most popular services are IRS Free File, Where's My Refund? and the Tax Withholding Estimator. IRS Free File — Taxpayers with income of $69,000 or less in 2019 may use free tax preparation software from IRS.gov. You may review the different Free File software programs, download your choice and...
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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
Abigail 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 schedule,...
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Private Letter Ruling
Organization was incorporated as a tax-exempt organization under Sec. 501(c)(3). Later, the Service requested information regarding Organization's exempt activities. Additionally, the Service...
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Article of the Month
Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high-net-worth individuals. Lead trusts often involve significant legal and administrative costs and are...
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