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For Advisors

Tuesday February 25, 2020

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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Virtual Tax Service Safety
Washington News
Millions of taxpayers are gathering data and preparing to do their returns. Many are using smartphones, laptops, tablets and other devices to file. A growing number of taxpayers this year will use virtual tax services to complete their returns. Several large tax-preparation companies offer a virtual service. Many taxpayers appreciate the convenience of using a smartphone for tax return preparation. There are multiple benefits for virtual tax preparation services. Convenience — There is no need for you to appear in person. Use a smartphone to scan and send W–2 Forms and other tax preparation documents. Your virtual service contact will prepare your tax returns based upon the forms you submit. Contact — Your tax return is completed by a member of the staff of the large tax-preparation company. The virtual service staff will usually have training similar to the other...
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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
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin...
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Private Letter Ruling
Organization requested tax-exempt status under Sec. 501(c)(3). Organization's Articles of Incorporation state that it is organized for an exempt purpose. Organization plans to finance Christian...
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Article of the Month
Individuals choose to interact with charities in various ways. Some will volunteer their time, others their talents and still more prefer to donate cash or other assets. Many donors live on a fixed...
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