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For Advisors

Friday October 28, 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.
New Hurricane Matthew Tax Relief
Washington News
On October 17 the IRS announced in IR-2016-135 that it will provide additional tax relief to victims of Hurricane Matthew. The relief will apply to affected counties in North Carolina, South Carolina, Georgia and Florida. Tax deadlines on or after October 4, 2016 are generally extended to March 15, 2017. Some taxpayers in the affected counties had filed for an extension on their 2015 tax returns. The tax extension filing date of October 17, 2016 is now extended to March 15, 2017. There are other tax waivers in the announcement. If your business was due to deposit tax funds or excise tax amounts between October 4 and October 19, the IRS will waive the late-deposit penalties as long as the amounts were paid by October 19. If you are in one of the disaster counties and lose your records, the IRS will provide assistance if you call 866-562-5227. In addition, workers who are assisting...
Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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
Barbara Banker started with nothing. She not only did not own a bank, she had nothing to place in the bank. Barbara lived in a midsized town and worked in the local hardware store. But the store...
Private Letter Ruling
Taxpayer, a tax-exempt private foundation, plans to make a grant to Supporting Organization for the purpose of constructing a new performing arts venue for Supported Organization. A is the president...
Article of the Month
Charitable gift annuities (CGAs) can provide reliable, fixed payments for the beneficiary (often referred to as an annuitant). A CGA is typically established to make payments to a single annuitant for...