For Advisors
Sunday February 9, 2025
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
As the tax filing season moves into high gear, the Internal Revenue Service (IRS) reminded taxpayers that a qualified tax preparer can help avoid identity theft, and financial harm. While most tax preparers are qualified and can be trusted, some individuals engage in fraud and identity theft, taking advantage of taxpayers.
Over half of Americans use a professional tax preparer. The IRS provides a Directory of Federal Tax Return Preparers with credentials and select qualifications on IRS.gov. Here are some key tips that will help you select a qualified and reputable tax preparer.
Tax Preparer Qualifications — All paid tax preparers must have a preparer tax identification number (PTIN). You should expect...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
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value...More |
Private Letter Ruling
Organization is tax-exempt under Sec. 501(a), as an organization described in Sec. 501(c)(3) and classified as a private foundation under Sec. 509(a). Donor made a gift of 33.33% membership interest...More |
Article of the Month
The United States agriculture and food industry supported over 34 million domestic jobs and contributed $1.53 trillion to the economy in 2023. In addition, American farmers annually produce...More |
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