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Thursday April 26, 2018

For Advisors

Bequest Language Click here to review sample bequest language.
Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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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Exit Strategies for Real Estate Investors, Part 10
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....
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Scholarship Awards Not Taxable
A private foundation ("Foundation") requested advance approval of its scholarship award program. Foundation, a tax-exempt organization, plans to operate a merit-based scholarship program to...
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Washington News - April 19 is Tax Freedom Day
April 19 is Tax Freedom Day
Each year the nonpartisan Tax Foundation announces the date of Tax Freedom Day. Tax Freedom Day represents the day when taxpayers have earned enough to satisfy the nation's tax bill for the year. In 2018, Tax Freedom Day falls on April 19. This is 109 days into the 365 day year. Tax Freedom Day is determined by a simple division of all federal state and local taxes by...
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Overview of Life Income Gifts — Part I
Many clients seek guidance from professional advisors regarding retirement, investments, tax planning and charitable giving. These clients are often concerned with maintaining their standard of living...
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