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Saturday October 22, 2016

For Advisors

Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
Lucky Lucy's Foundation Goes Public
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...
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...
Set-Aside for Art Gallery Approved
A private foundation (Foundation) requested approval of a set-aside account to fund the construction of a new art gallery. Foundation plans to set aside money over a five-year period for the...
Washington News - October 17 Income Tax Return Deadline
October 17 Income Tax Return Deadline
In IR-2016-130 the Service published reminders for 13 million taxpayers who filed for a six month extension. Most tax returns on extension are due on...
Avoiding the "Missing Annuitant" Problem, Part II
Charitable gift annuities (CGAs) can provide reliable, fixed payments for the beneficiary (often referred to as an annuitant). A CGA is typically established to make payments to a single annuitant for...