For Advisors
Friday October 15, 2021
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.More |
Washington News
The IRS has announced its Free File program is available for individuals who have extended their tax filing date until October 15, 2021. Many individuals have not received their full Economic Impact Payment and should use Free File to receive a 2020 Recovery Rebate Credit.
Free File is a partnership between the IRS and multiple software providers. The software companies have agreed to provide free federal income tax software for individuals with income at or below $72,000.
To use Free File, you will need to go to IRS.gov and access the Free File page. You will need documentation of your income such as an IRS Form W-2 or Form 1099. You will need to indicate your current filing status, show any adjustments to your...More |
|||||
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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...View Presentation |
|||||
Case of the Week
Several years ago, Martha and Frank built a very unique home on 45 acres of beautiful rolling hills and woods. Frank passed away three years ago, and Martha now solely owns the 45-acre parcel and...More |
Private Letter Ruling
Foundation requests advance approval of its educational grant procedure under Sec. 4945(g). Foundation will operate a scholarship program for post-secondary education. Scholarships will be awarded to...More |
Article of the Month
A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A beneficiary designation is...More |
||||