Utah State University

Planned Giving

Saturday July 23, 2016

For Advisors

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
Charitable Tax Reference - GiftLaw Pro
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...
MORE
Lucky Lucy Lindstrom’s Unitrust
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 and began...
MORE
Charity Unable to Substantiate Expenses Loses Exemption
Organization (Org) applied for and was granted tax-exempt status. Org’s purpose is to provide assistance to municipalities home to endangered species. The Service examined Org’s activities...
MORE
Washington News - No Tax on Olympic Medals
No Tax on Olympic Medals
With a unanimous voice vote, the Senate on July 12 passed the United States Appreciation for Olympians and Paralympians Act (S....
MORE
LEGACY IRA Act
The Federal Reserve reports there are over $4 trillion in IRAs and $15 trillion in qualified plans. IRA owners have the ability to make billions in new annual charitable gifts from these retirement...
MORE
scriptsknown