Utah State University

Planned Giving

Wednesday November 25, 2015

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.
Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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...
Using Plastic to Make Gold (Year End Gifts - Part 3)
Don 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, Don...
No UBTI on Asset Transfer
Company A was formed following the bankruptcy of its former parent company, Company B. At the time of its bankruptcy, Company B provided an employee benefits plan (the Plan). Company B set up Taxpayer...
Washington News - Permanent Tax Extenders Effort
Permanent Tax Extenders Effort
On November 19, House Ways and Means Committee Chairman Kevin Brady (R-TX) publicly stated that he was continuing to negotiate...
Online Asset ePlan
Web sites, email, social media, online accounts and smartphones – we are surrounded by media. Many Americans have 30 to 80 online accounts with passwords. These may include accounts to...