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For Advisors

Wednesday August 24, 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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Tax Fraudsters Use iTunes Cards
Washington News
John Breyault, Vice President of the National Consumer League, reports a sharp increase in tax fraud using iTunes cards. Tax fraudsters typically use fear and intimidation to obtain the iTunes payments. Psychologists understand the use of fear and anger. Your emotions may actually cause you to ignore rational warnings by your brain that could protect you. Tax fraudsters are experts in manipulating your emotions to restrict your natural reasoning process. Frank Abagnale is a consultant who studies fraud. He was at one time engaged in fraud and check forging. His early life story led to the movie "Catch Me If You Can." Abagnale has taught seniors at AARP meetings how to protect themselves. He counsels that the IRS will not initiate a tax collection effort with a phone call and will not demand payment with a specific card. However, the sophisticated scams now being perpetrated...
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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
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 Advisor and began...
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Private Letter Ruling
Decedent died at age 59. Trust was the sole beneficiary of Decedent’s three IRAs, combined into IRA X. Trust is irrevocable and valid under State’s laws. Under Trust’s terms, the...
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Article of the Month
Introduction 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...
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