For Advisors
Thursday February 6, 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
On January 30, 2025, the Internal Revenue Service (IRS) published six top tips to make filing a 2024 tax return easier. The IRS explained these tips are also available on IRS.gov on the “Let us Help you” webpage. Taxpayers are encouraged to use these helpful suggestions to make filing easy this year.
1. Gather Important Tax Paperwork — Taxpayers should have a list of common items needed for filing tax returns. These include Social Security numbers (SSNs) for the individuals on the tax return, your bank account and routing numbers, tax forms such as a W-2s, 1099s, 1098s and digital asset sale records. You should keep IRS Form 1095-A, Health Insurance Marketplace Statement as well as any letters...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 exempt status under Sec. 501(c)(3). Organization states that it is a nonprofit corporation whose purpose is to enlist collegiate student athletes from a particular...More |
Article of the Month
The United States agriculture and food industry supported over 34 million domestic jobs and contributed $1.53 trillion to the economy in 2023. In addition, American farmers annually produce...More |
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