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Monday November 12, 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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Increased Child Tax Credit for 2018
Washington News
In IR-2018-217, the IRS reminded taxpayers of the benefit of the increased Child Tax Credit. The Tax Cuts and Jobs Act...
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Case of the Week
Barbara Banker started with nothing. Barbara lived in a midsized town and worked in the local hardware store. The store...
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Private Letter Ruling
Taxpayer established a revocable living trust (Trust) on Date 1. Taxpayer is the sole trustee of Trust and reserves the...
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Article of the Month
In 2017, approximately 61% of households held an individual retirement account (IRA) or other tax-deferred retirement...
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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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