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Planned Giving

For Advisors

Sunday April 30, 2017

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. >>
White House Releases Tax Reform Plan
Washington News
On April 26 the White House released a one page outline of tax reform principles. The plan has the title, "2017 Tax Reform for Economic Growth and American Jobs." Treasury Secretary Steven Mnuchin and National Economic Council Director Gary Cohn held a briefing for the press. Mnuchin and Cohn called the White House plan the "most significant tax reform legislation since 1986, and one of the biggest tax cuts in American history." The plan focused on general principles with few details. The overall White House goals are to grow the economy and increase employment, simplify tax filing and reduce middle class taxes. Comprehensive tax reform affects personal, corporate, gift and estate taxation.... >>
Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website... >>
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... >>
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.... >>
Private Letter Ruling
Org was recognized as a tax-exempt organization under Sec. 501(c)(3). Org's organizational documents stated its purposes as promoting democracy, fostering and promoting education among young people,... >>
Article of the Month
Under Sec. 501(c)(3), tax-exempt organizations must operate primarily for exempt purposes. Reg. 1.501(c)(3)-1(c)(1). This standard is known as the operational test and is designed to ensure that... >>