For Advisors
Monday March 17, 2025
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.More |
Washington News
The Internal Revenue Service (IRS) recently reminded taxpayers that they can file their 2024 returns at no cost. The IRS Direct File program has been enhanced and expanded this year to be available in 25 states. There are multiple benefits for taxpayers who want to use the free Direct File program.
1. How To Direct File — The Direct File program is available in English or Spanish. Taxpayers may import data from an IRS account and use a step-by-step method to complete their return. Many taxpayers will also have a state return option available. There is IRS customer support available in both English and Spanish.
2. Participating States — The Direct File program is currently available to taxpayers in 25...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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...View Presentation |
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Case of the Week
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value...More |
Private Letter Ruling
Organization applied for tax exempt status under Sec. 501(c)(3). Organization’s primary purpose as a business association is to support local brick-and-mortar businesses and to enhance the...More |
Article of the Month
As philanthropy evolves, so do the tools used to help secure charitable donations. Artificial intelligence has received immense attention over the past few years and with it, a growing sense of...More |
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