For Advisors

Saturday September 19, 2020

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

Non-Filers Can Still Claim 2020 Stimulus Payments
In IR-2020-203, the Service announced its plan to mail letters to nine million non-filers. These nine million Americans generally do not file federal income tax returns, but may qualify to receive an Economic Impact Payment. Non-filers are urged to register by October 15, 2020, to receive a stimulus payment. Individuals may receive up to $1,200, and married couples could qualify up to $2,400. Those persons with qualifying children under age 17 may receive an additional $500 for each child. The IRS letters will be mailed to those who have not filed a 2018 or 2019 federal income tax return. Most of these Americans have moderate or modest incomes and are not required to file a tax return. IRS Commissioner Chuck...
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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

Exit Strategies for Real Estate Investors, Part 7
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

Exempt Status Denied
Organization was formed as a networking group for business owners of a specific nationality. The purpose of Organization is to provide business referrals and promotions online and in local business...
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Article of the Month

Charitable Class and Disaster Relief
In order to qualify as a charity under IRS Code Sec. 501(c)(3) and obtain or maintain tax-exempt status, a non-profit organization must serve a "charitable class." In the wake of natural and man-made...
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