Utah State University

Planned Giving

Thursday October 8, 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...
Lucky Lucy Lindstrom's Flood Recovery Plan
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
Foundation's Scholarship Program Approved
A private foundation (Foundation) requested advance approval from the Service for a scholarship program (the Program). The Program is intended to allow individuals the opportunity to complete high...
Washington News - CPAs - Pass Tax Extenders Now!
CPAs - Pass Tax Extenders Now!
In a letter to House and Senate leaders of the taxwriting committees, CPA Troy Lewis implored Congress to act promptly to pass...
Portability Part II - Deceased Spouse and Surviving Spouse
The American Taxpayer Relief Act of 2012 made permanent a $5 million estate tax exemption (indexed for inflation) and portability of the applicable exclusion amount between spouses. In 2015, the...