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For Advisors

Monday December 5, 2016

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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IRS End-of-Year Gift Tips
Washington News
In IR-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public charities are deductible. Taxpayers may use IRS Select Check on www.irs.gov to know if a charity is qualified. The exception to this rule is that places of regular worship are qualified charities without registering with the IRS. 1. IRS Charitable Rollovers – If you are over 70½, you may make an IRA rollover gift by contacting your IRA custodian. The IRA custodian will make a transfer directly to charity. This will not be reported in your income and therefore is not an itemized deduction. The transfer may fulfill your required minimum distribution (RMD). This IRA charitable rollover is especially attractive if you do not itemize charitable deductions or have high income. 2. Monetary Gifts – You must have a bank record or written statement from the charity to...
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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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Case of the Week
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
A established Trust for himself and his wife, B. Trust is a charitable remainder unitrust ("CRUT") as described in Sec. 664(d)(2). A and B subsequently commenced divorce proceedings and have executed...
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Article of the Month
Alongside wills and trusts, beneficiary designations are becoming increasingly popular as part of a complete estate plan. By simply filling out a beneficiary designation form, individuals can bypass...
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