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Monday December 10, 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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Washington News

Protect Your Identity During the Holidays
During December, the shopping season moves into high gear. Identity thieves are also "shopping for your data" during this busy holiday time. IRS Commissioner Chuck Rettig urged everyone to be careful during the holidays. He stated, "With tax season quickly approaching, people should be extra careful during the holidays to protect their sensitive tax and financial data. Taking a few simple steps can protect this valuable information and help prevent someone from stealing a tax refund. Taxpayers guarding their information also helps strengthen protections against identity thieves taken by the IRS, the states and the tax industry." In IR-2018-238, the Service offered seven tips to protect your...
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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

Wild Bill Russell's "Artistic" Unitrust
Bill Russell grew up on the Great Plains. During his youth, he was a rodeo bull rider and gained fame as "Wild Bill" for his daring exploits. But Wild Bill was an artist at heart and soon decided to...
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Private Letter Ruling

Foundation's Set-Aside Approved
Organization is a tax-exempt private foundation. Organization proposed a set-aside program to build an academy to help students similar to the recipients of Scholarship B. The academy will be a...
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Article of the Month

IRA Charitable Solutions — Part II
In 2017, approximately 61% of households held an individual retirement account (IRA) or other tax-deferred retirement plan and more than one-third of American households owned at least one type of...
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