Tuesday March 31, 2015

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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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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Exit Strategies for Real Estate Investors, Part 12
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl...
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Umpire Group Does Not Qualify for Exempt Status
ORG was originally incorporated and recognized as exempt under Section 501(c)(7) of the Code. Its status was...
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Washington News - IRS 'Treat Taxpayers Nice' Rules
IRS 'Treat Taxpayers Nice' Rules
In 1998, Congress passed the IRS Restructuring and Reform Act, which included a list of ten guidelines to require IRS employees to treat taxpayers fairly. A failure of an IRS employee to follow these rules could lead to loss of his or her position. The ten current rules for “Treating Taxpayers Nicely” include the following: Willful failure to obtain required approval signatures to authorize seizure of a taxpayer’s home, personal belongings or business assets. Providing a false statement under oath on a material matter...
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Donating Real Estate Part II
Real estate is an excellent asset to donate to charity. There are a number of planned giving strategies involving real estate that will entitle the...
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