For Advisors

Friday December 15, 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.
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Washington News
Bipartisan Tax Reform Conference Committee
Both House and Senate leaders have appointed members of the bipartisan conference committee to finalize the Tax Cuts and Jobs Act. The House group will be led by eight Republican and five Democratic members. The Senate will send eight Republican and seven Democratic members. The conference committee will be chaired by Rep. Kevin Brady (R-TX). He is Chairman of the House Ways and Means Committee. Other tax writer members are House Ranking Member Sander Levin (D-MI), Senate Finance Committee Chairman Orrin Hatch (R-UT) and Senate Ranking Member Ron Wyden (D-OR). There are major differences in the House and Senate bills that must be reconciled by the conference committee. Tax Brackets - The House has four brackets...
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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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Lucky Lucy Lindstrom's Flood Recovery Plan
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
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Organization Whose Funds Benefit Members Only Loses Exempt Status
Organization was formed as a nonprofit corporation for the purpose of providing healthcare assistance, education and rural development in the areas of X. Organization's bylaws also state that it was...
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Charitable Giving Strategies for Business Ownership Interests - Part II
Many entrepreneurs and investors have accumulated substantial net worth related to their business and investment holdings. For years, these individuals have focused their efforts and attention on...
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