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. 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
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.... More
Foundation, a private foundation, requested advance approval of its scholarship grant procedures. Foundation plans to provide scholarships to students located in a foreign country for post-secondary... More
With employment in America at high levels, many two-income families and taxpayers with multiple jobs should perform a "Paycheck Checkup."
In IR-2019-97, the Service explained why these taxpayers... More