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.More |
Washington News
In IR-2018-86, the Service offered 10 tips for avoiding "common tax return filing mistakes," as the April 17 tax return deadline approaches. These apply especially to taxpayers rushing to file before the deadline.
File Electronic Returns - An electronic return is substantially safer than a paper return. Tax preparation software will calculate your tax and warn you about common errors. If you are missing information, the software will prompt you to provide the missing information in order to complete the return.
Paper Return - If you file a paper tax return, check www.IRS.gov and your tax form instructions for the appropriate mailing address. If you send your return to the wrong IRS address, it will delay your refund.
Tax Tables - If you are using tax tables to determine your tax, make sure that you have the correct table for your filing status and you refer to the correct column. The IRS receives returns each year in which the taxpayer has used the wrong table or the incorrect column.
Complete Information - Check to make certain that every required item is included. Make...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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...View Presentation |
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Case of the Week
Karl Hendricks was a man with the 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....More |
Private Letter Ruling
Organization was incorporated in state C on date B. Organization's Certificate of Incorporation states that it is organized exclusively for charitable and educational purposes under Sec. 501(c)(3)....More |
Article of the Month
Many clients seek guidance from professional advisors regarding retirement, investments, tax planning and charitable giving. These clients are often concerned with maintaining their standard of living...More |
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