For Advisors

Sunday February 25, 2018

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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IRS Tips for Tax Filing Season
Washington News
As tax filing season moves forward, the IRS published two letters this week with tips for taxpayers. In IR-2018-31, the IRS reminded taxpayers that late February is usually the peak time for calls to the Service. As a result, there may be delays in speaking to a representative. Using www.irs.gov may be a quick and convenient way to obtain help. The redesigned website has new tools to answer your questions. For a good place to start, check out the website's Interactive Tax Assistant, Tax Topics, Frequently Asked Questions, Tax Trails and IRS Tax Map. If you have already filed your return, check "Where's My Refund" for your status. The application will show: (1) Return Received, (2) Refund Approved...
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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
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. It...
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Private Letter Ruling
Taxpayer received a distribution from IRA Annuity. Taxpayer's financial advisor invested IRA Annuity funds in bonds, mutual funds and certificates of deposit. The IRA funds did not rollover to an IRA...
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Article of the Month
Many entrepreneurs and investors have accumulated substantial net worth through their business and investment holdings. For years, these individuals have focused their efforts and attention to...
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