Utah State University

Planned Giving

Tuesday June 25, 2019

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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Exit Strategies for Real Estate Investors, Part 12
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments....
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Foundation's Grants Not Taxable
A private foundation ("Foundation") requested advance approval of its educational grant award procedures. Foundation, a tax-exempt organization, plans to award educational grants to...
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Washington News - Taxpayer Advocate Desires IRS Improvements
Taxpayer Advocate Desires IRS Improvements
National Taxpayer Advocate Nina E. Olson will be retiring on July 31, 2019. In her final report to Congress, Olson expressed her...
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Substantiation Requirements for Charitable Contributions, Part II
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific...
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