For Advisors
Friday December 1, 2023
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
On November 17, 2023, the Internal Revenue Service (IRS) and its Security Summit partners announced the annual National Tax Security Awareness Week that focuses on protecting the financial information of taxpayers and tax professionals.
The 8th annual National Tax Security Awareness Week is from November 27 to December 1, 2023. The Security Summit is a coalition of the IRS, state tax administrators, tax software companies and the tax professional community.
With the holiday shopping season gathering momentum, the Security Summit partners advised both taxpayers and tax professionals to be extra cautious. During the holiday season, tax fraudsters ramp up efforts to trick individuals into revealing personal information. The fraudsters use email, text messages, social media and phone calls to try to gain access to personal information and steal 2023 tax refunds.
IRS Commissioner Danny...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
Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best summed up as “my way or the highway.” While sometimes difficult to work with, Gregory...More |
Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(3). Organization’s Articles of Incorporation state that its purpose is to promote health care freedom through a specific program based on...More |
Article of the Month
Commercial annuities are considered by many to be safe investments for individuals looking to secure a consistent source of income over extended periods, notably during retirement. A commercial...More |
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