For Advisors
Monday January 20, 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) announced that the 2025 tax season will commence on January 27 of this year. The IRS will provide expanded and enhanced tools to help improve customer service.
An estimated 140 million taxpayers will file tax year 2024 returns by the April 15 deadline. Of those returns, the IRS expects more than half will be filed with the help of a tax professional.
The IRS continues to modernize and add customer support solutions. The improvements include more text and voice assistance and an expanded IRS Individual Online Account. There will also be new warnings that will alert taxpayers to the latest scams and schemes.
The IRS highlighted several free filing options. These include the Direct...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
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 began...More |
Private Letter Ruling
Foundation is tax-exempt under Sec. 501(c)(3) and a private foundation under Sec. 509(a). Since its formation, Foundation has provided grants to public charities in a local metropolitan area. Pursuant...More |
Article of the Month
With the start of the new year, it is an excellent time for gift planners, advisors and donors to consider tax planning opportunities for 2025. Two full tax years have elapsed since the passage of the...More |
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