Planned Giving
Friday May 27, 2022
For Advisors
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
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...MORE
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
Exit Strategies for Real Estate Investors, Part 22 Life Estate
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl's passion was real estate, and he was very successful in his...MORE
Portability Election Extension Granted
Decedent passed away and was survived by Spouse. Decedent's estate (Estate) was not required to file Form 706 U.S. Estate Tax Return under Sec. 6018(a). Estate represents that there was an unused...MORE
IRS Highlights Improved Taxpayer Service
The House Ways and Means Subcommittee on Oversight held a hearing on May 18, 2022 to discuss ways for the IRS to improve the...MORE
Real Estate Transfers to a Gift Annuity, Lead Trust or PIF
A charitable gift annuity (CGA) is an excellent option for donors with appreciated real estate. A CGA provides a charitable tax deduction and a fixed income stream for life. In addition, a CGA gives a...MORE