Planned Giving
Tuesday November 30, 2021
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
George's "UT to Green Gift Annuity" Conversion
George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His work ethic was quickly recognized by...MORE
Extension for Portability Election Granted
Decedent passed away and was survived by Spouse. Decedent's estate (Estate) was not required to file a Form 706 U.S. Estate Tax Return under Sec. 6018(a). Estate represents that there was an unused...MORE
National Tax Security Awareness Week
On November 19, 2021, the Internal Revenue Service announced that National Tax Security Awareness Week will take place from...MORE
Giving Now and Later: An Overview of Current and Future Donor Advised Fund Rules
Donor advised funds have been around for almost a century. The first donor advised fund (DAF) emerged in the early 1930s. DAFs became more popular and commercialized in the 1990's with the creation of...MORE