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Monday September 22, 2014

For Advisors

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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Washington News - Congress Votes and Departs to Campaign
Congress Votes and Departs to Campaign
Because the House and Senate have not yet passed a budget for the fiscal year starting on October 1, it was necessary to pass a continuing resolution. The House passed the resolution by a vote of 319 to 108 on September 17. The Senate followed on September 18 with approval by a vote of 78 to 22. The continuing resolution funds the government at current levels until December 11. There are three specific impacts of the bill in addition to continuing spending at the current level. First, the House had approved a reduction in...
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Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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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Green Supporting Organization For Children?
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. But George was a diligent student and was determined to become a successful business...
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Foundation’s Grants Deemed Qualifying Distributions
Foundation is a private non-operating foundation under Sec. 509(a) whose mission is to make grants to other Sec. 501(c)(3) organizations. Foundation was created by Grantor, who also serves as a...
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Shareholder Strategies to Avoid Inversion Gain
Recent tax policy discussions in Washington, D.C. have focused on the subject of corporate inversions. This article will discuss the topic of corporate inversions generally, explain the specifics of...
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Last Updated 04/10/2009