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-2023-174, the Internal Revenue Service (IRS) reminded taxpayers in California, Alabama and Georgia that their tax returns and certain tax payments for 2022 are due on Monday, October 16, 2023.
Many taxpayers in these states experienced natural disasters and the Federal Emergency Management Agency (FEMA) declared certain counties qualified as federal disaster areas.
Alabama — Storms, winds and tornadoes on January 12, 2023 caused counties Autauga, Barbour, Chambers, Conecuh, Coosa, Dallas, Elmore, Greene, Hale, Mobile, Morgan, Sumter and Tallapoosa to be declared disaster zones.
Georgia — The January 12 storm also led to disaster designations for Butts, Crisp, Henry, Jasper, Meriwether, Newton, Pike, Spalding and Troup counties.
California — Three disasters that included exceptional drought, fire and flooding led to FEMA designations for 55 of 58 California counties. The only exceptions are Lassen, Modoc and Shasta...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
George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His diligence was quickly recognized by...More |
Private Letter Ruling
Decedents established an irrevocable Trust for the benefit of their grandchildren. In the terms of Trust, a separate trust is established for each of the donor's grandchildren. Decedents made...More |
Article of the Month
Many professional advisors have clients who are real estate investors. Over the years, these investors have purchased and sold properties under Sec. 1031 to defer recognition of capital gains. Over...More |
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