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Friday September 21, 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. More
GiftLaw Pro Charitable Tax Reference GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website... More	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... View Presentation
Case of the Week Lucky Lucy Lindstrom's "No Self-Dealing" Charity Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment... More	Private Letter Ruling Allocations of GSTT Exemptions are Void Taxpayer established three irrevocable trusts, one for each of his children. The terms of each trust were identical, except for the named primary beneficiary. The trustee was authorized... More
Washington News Protect Yourself from Hurricanes, Floods and Tornadoes At publication time, Hurricane Florence is moving through North and South Carolina. Federal and state first responders are braving many risks to rescue trapped individuals. In addition to... More	Article of the Month Crowdfunding — Issues for Advisors to Consider In the wake of natural disasters, national tragedies and medical misfortunes, donation-based crowdfunding campaigns seek to raise funds to help those in need. Online crowdfunding platforms make it... More