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Saturday July 22, 2017

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Advisor Resources

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Washington News

IRS Launches "Don't Take the Bait" Campaign
In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails...

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

The Gas Guzzler's Deduction, Part 1
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's eighteenth birthday. It is painted bright red...

Private Letter Ruling

Foundation's Set-Aside Approved
Private Foundation requested advanced approval of a set-aside under Sec. 4942(g)(2). Private Foundation initiated B Symposium several years ago....

Article of the Month

Blended Gifts - Part III
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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