Sunday August 2, 2015

For Advisors

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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Washington News - 34th Highway Fund Extension
34th Highway Fund Extension
On July 30, by a vote of 91-4, the Senate passed a three-month extension for the Highway Trust Fund. The House had previously approved The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 (H. R. 3236). The bill extends highway funding for 3 months and is the 34th short-term extension of the Highway Trust Fund. The Senate also passed a 6-year act to fund highways, bridges and other infrastructure. The DRIVE Act would be the first multi-year highway bill since 2005. Sen. Jim Inhofe (R-OK) was the...
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Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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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Lucky Lucy Lindstrom's "Wheeler-Dealer Charity LLC"
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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ORG's Scholarship Procedures Approved
ORG will provide scholarships and grants to students and graduates intending to pursue a career in theology. The purpose of the scholarship program is to allow university students and graduates...
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ORG's Scholarship Procedures Approved
ORG will provide scholarships and grants to students and graduates intending to pursue a career in theology. The purpose of the scholarship program is to allow university students and graduates...
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Charitable Gifts Using Life Insurance
One of the primary purposes of life insurance is to provide for family in the event the insured passes away prematurely. In this context, professional advisors often use life insurance to protect...
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