For Advisors

Wednesday April 1, 2015

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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Washington News
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 involving a taxpayer or taxpayer representative. Violating the rights protected under the Constitution or the civil rights of a taxpayer or taxpayer representative. Falsifying or destroying documents to conceal mistakes made by any employee with respect...
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GiftLaw Pro
Charitable Tax Reference
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
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 was most successful with real estate investments....
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Private Letter Ruling
ORG was originally incorporated and recognized as exempt under Section 501(c)(7) of the Code. Its status was automatically revoked on Date 1. After having its status revoked, ORG filed Form 1023...
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Article of the Month
Gifts of tangible property typically fall into one of two categories: real property and tangible personal property (TPP). In most cases, the determination as to whether a gift of property is real...
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