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For Advisors

Friday October 31, 2014

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.
401K Limit Increased to $18,000 for 2015
Washington News
Each October the IRS publishes the increased limits for retirement plans for the following year. In IR-2014-99, the Service increased 401(k) and 403(b) contribution limits from $17,500 this year to $18,000 for 2015. Employees who are age 50 or older may also benefit from an additional “catch-up” contribution. The limit for 2015 has been increased from $5,500 to $6,000. The total employee contribution for those age 50+ could be $24,000 next year. Because many employers have 401k matching programs, the total contribution could be substantially higher. For example, with a $1 employer match for each $2 of employee contribution, an employee over age 50 may benefit from up to $36,000 of total contribution in 2015. The regular...
Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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...
Case of the Week
Don Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best summed up as “my way or the highway.” While sometimes difficult to work with, Don...
Private Letter Ruling
Foundation is a tax-exempt private foundation within the meaning of Sec. 509(a). Foundation proposes to operate a grant program called X that will provide leaders of nonprofit institutions an...
Article of the Month
The United States is a country with significant wealth. A recent study revealed that about 10 million American families have a net worth of $1 million or more. That same study showed that over...
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