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Friday December 19, 2014

For Advisors

Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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...
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Living on the Edge, Part 6
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea’s home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since...
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Foundation’s Excess Business Holdings Not Subject to Excise Tax
Foundation is a private foundation under Sec. 509 and was originally funded by Founder with shares in for-profit Corporation. For the past three years Founder’s brother contributed additional...
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IRA Rollover and Tax Extenders
Following House passage of the Tax Increase Prevention Act of 2014 (H.R. 5771), the bill moved to the Senate. While the Senate was originally expected to pass the bill in the week of December 8, the...
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Gifts of Pass-Through Business Interests
A charitable gift of a business interest can make a wonderful gift to charity. At the same time, however, business entities that are subject to pass-through taxation, such as partnerships, S-...
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