Tuesday February 9, 2016

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 - IRS Tax Tips for 2015 Returns
IRS Tax Tips for 2015 Returns
In FS-2016-8 the IRS outlined seven tax tips helpful for filing your 2015 tax return. There are many new provisions and changes that may affect your tax return. 1. Timing – Because April 15 is Emancipation Day in Washington, the normal deadline for most taxpayers is Monday, April 18. However, due to Patriots’ Holiday in Maine and Massachusetts, residents of those states may file until Tuesday, April 19. 2. Tax Benefits – The Protecting Americans from Tax Hikes (PATH) Act passed in December of 2015. It...
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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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Exit Strategies for Real Estate Investors, Part 2
Karl Hendricks was a man with a golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments. It...
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Built-in Gain for C Corp to S Corp Conversion
Company reported taxable income as a C corporation until Date 1. Company elected to be taxed as an S Corporation beginning on Date 2. Company deals in residential and commercial real estate. It owns...
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Built-in Gain for C Corp to S Corp Conversion
Company reported taxable income as a C corporation until Date 1. Company elected to be taxed as an S Corporation beginning on Date 2. Company deals in residential and commercial real estate. It owns...
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The Benefits of Charitable Lead Trusts: Part I
Introduction Charitable lead trusts have become more attractive as an estate and income tax planning tool. The reason for this is the historically low Section 7520 rates (Applicable Federal Rates or...
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