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For Advisors

Thursday December 18, 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.
IRA Rollover and Tax Extenders
Washington News
Following House passage of the Tax Increase Prevention Act of 2014 (H.R. 5771), the bill moved to the Senate. While the Senate was originally expected to pass the bill in the week of December 8, the Senate did not take up the bill. This bill will extend 55 tax provisions through December 31, 2014. The provisions will be retroactive to January 1, 2014. There are four key charitable provisions in the bill. 1. IRA Charitable Rollover – Each IRA owner who is 70 1/2 or older may make a transfer of up to $100,000 per year to a qualified charity. The IRA charitable rollover is tax-free and not included in adjusted gross income. 2. Conservation Gift Limits – Gifts of property for conservation purposes benefit from increased...
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
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea’s home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since...
Private Letter Ruling
Foundation is a private foundation under Sec. 509 and was originally funded by Founder with shares in for-profit Corporation. For the past three years Founder’s brother contributed additional...
Article of the Month
A charitable gift of a business interest can make a wonderful gift to charity. At the same time, however, business entities that are subject to pass-through taxation, such as partnerships, S-...
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