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Planned Giving

For Advisors

Friday July 21, 2017

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. >>
IRS Launches "Don't Take the Bait" Campaign
Washington News
In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical email could be similar to the following: Subject: Tax Return From: Joe Taxpayer Hello: I got your email from the local directory. Hope you are doing good and actively involved in the tax filing season. I would like to file my tax return which includes that of me and my spouse. Details are below. I would like you to have a review and let me know the cost. Click Here to view my details. Regards, Joe Taxpayer If the tax preparer clicks the link to retrieve Joe's data, the tax fraudster downloads malware on the tax preparer's computer.... >>
Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website... >>
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... >>
Case of the Week
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's eighteenth birthday. It is painted bright red and is two tons of metal, muscle and noise.... >>
Private Letter Ruling
Private Foundation requested advanced approval of a set-aside under Sec. 4942(g)(2). Private Foundation initiated B Symposium several years ago. Private Foundation plans to offer a second Symposium in... >>
Article of the Month
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a series of current... >>
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