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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. Read More >>
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 >>
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... Read More >>
Grantor established and was the principal donor to Foundation. Foundation is a nonprofit public benefit corporation that is exempt from federal income tax under Sec. 501(a) and described as a private... Read More >>
In IR-2017-187, the IRS urged employees with flexible spending arrangements (FSAs) to take full advantage of the plans.
An FSA permits employees to set aside up to $2,650 in 2018 for qualified... Read More >>
Many entrepreneurs and investors have accumulated substantial net worth related to their business and investment holdings. For years, these individuals have focused their efforts and attention to... Read More >>