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Friday June 23, 2017

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Advisor Resources

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Washington News

Tax Scam Uses Prepaid Debit Card
While the IRS campaign to stop tax scammers has been partly successful, the fraudsters continue to develop new attacks. The latest scam involves a...

GiftLaw Pro

Charitable Tax Reference
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...

Case of the Week

Exit Strategies for Real Estate Investors, Part 14
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...

Private Letter Ruling

Transfer of Nonvoting Interests Not Self-Dealing
Founder's revocable trust ("Trust") provides that, after Founder passes away, a non-voting ownership interest in an LLC ("LLC") will pass to...

Article of the Month

Blended Gifts — Part II
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current...

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