For Advisors
Friday May 16, 2025
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.More |
Washington News
The Internal Revenue Service (IRS) is concerned because there are continuing scams on taxpayers taking place by phone, text, email, and in-person. The IRS reminds taxpayers that it normally initiates contact with a letter or written notice to a taxpayer and does not contact through phone calls, texts or emails.
With a growing number of fraudsters and scammers looking for victims, it is important for individuals to be able to distinguish legitimate IRS staff from imposters. All taxpayers should understand how to protect themselves from fraudulent text messages, emails, phone contacts or in-person visits.
Text Messages — The IRS does not send text messages to individuals with shortened links. Scammers will frequently send text messages that include a bogus link. If you receive an unexpected text, you should refrain from clicking on any links or open attachments.
If you...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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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...View Presentation |
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Case of the Week
Barbara Banker started with nothing. She lived in a mid-sized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic. When he decided to...More |
Private Letter Ruling
Organization applied for tax exempt status under Sec. 501(c)(3). Organization is a membership club for automobile owners and enthusiasts. Organization holds regularly scheduled automobile-related...More |
Article of the Month
A common misconception about charitable giving is that it is only for retired or wealthy donors. But charitable giving is a powerful tool for individuals of all ages and income levels who want to make...More |
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