Planned Giving
For Advisors
Saturday January 28, 2023
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 Internal Revenue Service (IRS) announced that its Free File tax software was available for taxpayers starting January 13. The Free File program allows taxpayers to enter their data and file their tax returns online for free. Free File returns will be filed starting on the opening day of tax season, January 23.
Free File is in its 21st season. The seven partners of Free File are commercial software companies. They offer complimentary online software to taxpayers with 2022 incomes of $73,000 or less. Taxpayers with incomes over $73,000 may use a separate filing system, the IRS Free File Fillable Forms (FFFF).
The seven Free File providers each create their own eligibility rules. Several providers offer their...More |
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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 |
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Case of the Week
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began...More |
Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(3). Organization’s Articles of Incorporation state that its purpose is for its employers to provide discounts to member businesses. The...More |
Article of the Month
The Secure Act 2.0 was included in The Consolidated Appropriations Act of 2023 (H.R. 2617). It includes many changes that will enhance and facilitate retirement benefits.
Since passage of the...More |
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