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For Advisors

Friday June 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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IRS Design Challenge Winners
Washington News
On June 10, the IRS announced the winners of its first “Tax Design Challenge.” This innovative crowdsourcing competition was designed to gather ideas to enhance the taxpayer experience. Andrew Miller of San Francisco won both the “Overall Design” $10,000 reward and the “Best Taxpayer Usefulness” $2,000 reward. He is a web developer and specialist in user-interface design. Miller created “IRS MyService” with a dashboard and tax return summary cards. His design also included a profile section and individual notifications. His design received high marks because it was responsive and worked well on phones. Second place for “Overall Design” went to Andrea Angquist of San Francisco. She is a Silicon Valley web developer. Her “IRS 365” designs focused on easy-to-use screens for accessing tax information on a...
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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
Keith and Karen Crosby, ages 75 and 72, own a parcel of undeveloped real estate that they have held since 1979. They purchased the property for $10,000 and the current fair market value is...
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Private Letter Ruling
Foundation, a private foundation under Sec. 509(a), was funded by members of X family. X family members are current or former shareholders of Company, a closely-held corporation and a disqualified...
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Article of the Month
Supporting organizations have become increasingly popular in recent years because they allow donors to receive the tax benefits of donating to a public charity while still giving donors some of the...
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