Utah State University

Planned Giving

Thursday September 18, 2014

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.
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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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Lead to Remainder Double Charitable Trust
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. But George was a diligent student and was determined to become a successful business...
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Distributions Do Not Threaten Foundation’s Exemption
Trust Fund was established by Company and is an exempt private foundation under 501(c)(3) of the Code. Trust Fund’s purpose is to distribute funds to Project, a program of publicly supported...
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Washington News - House and Senate Tax Extender Meetings
House and Senate Tax Extender Meetings
With just two weeks in the brief September legislative session, the only major bill likely to be passed will be a continuing...
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Shareholder Strategies to Avoid Inversion Gain
Recent tax policy discussions in Washington, D.C. have focused on the subject of corporate inversions. This article will discuss the topic of corporate inversions generally, explain the specifics of...
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