Planned Giving

For Advisors

Thursday March 23, 2017

Advisor Resources
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.
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IRS Tax Time Tip -- 2016 IRA Contributions
Washington News
In IR-2017-60 the IRS reminded taxpayers they can still fund an IRA for the 2016 tax year. Traditional IRA contributions are tax deductible and the IRA fund grows tax-free. Distributions are usually made after age 59½ and are generally taxable. Starting on April 1 after the IRA owner turns 70½, there is a required minimum distribution (RMD). Each year after that age, a distribution must be taken based on the IRA value on December 31 of the prior year. Roth IRA contributions are different in that they are made from after-tax income. A Roth IRA also may grow tax-free and future distributions will be tax-free. Roth IRA withdrawals of any amount may be made after the fund has been in existence for five...
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
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...
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Case of the Week
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 was most successful with real estate investments....
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Private Letter Ruling
Entity A is a non-profit, tax-exempt organization under Sec. 501(a) which plans to construct, own and operate a community cultural center (the Center). The Center will contain a museum, an archive and...
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Article of the Month
Under Sec. 501(c)(3), tax-exempt organizations must operate primarily for exempt purposes. Sec. 1.501(c)(3)-1(c)(1). This standard is known as the operational test and is designed to ensure that...
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