Thursday October 30, 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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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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Using Plastic to Make Gold, Year End Gifts – Part 3
Don Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best summed up as “my way or the highway.”...
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Foundation’s Grants Not Taxable
Foundation is a tax-exempt private foundation within the meaning of Sec. 509(a). Foundation proposes to operate a grant...
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Washington News - 401K Limit Increased to $18,000 for 2015
401K Limit Increased to $18,000 for 2015
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...
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Donor Advised Fund or Private Foundation?
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...
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