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You are at: Planned Giving > For Advisors

Thursday September 28, 2023

For Advisors

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.
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Charitable Tax Reference - GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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...
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Case of the Week
George's "UT to Green Gift Annuity" Conversion
George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His diligence was quickly recognized by...
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Private Letter Ruling
Extension Permitted to Opt Out of GSTT Exemption Allocation
Decedents established an irrevocable Trust for the benefit of their grandchildren. In the terms of Trust, a separate trust is established for each of the donor's grandchildren. Decedents made...
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Washington News - Natural Disaster Tax Deadline October 16
Washington News
Natural Disaster Tax Deadline October 16
In IR-2023-174, the Internal Revenue Service (IRS) reminded taxpayers in California, Alabama and Georgia that their tax returns and certain tax payments for 2022 are due...
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Article of the Month
Section 1031 Exchanges and Charitable Giving, Part Two
Many professional advisors have clients who are real estate investors. Over the years, these investors have purchased and sold properties under Sec. 1031 to defer recognition of capital gains. Over...
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