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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.
Washington News - IRS Design Challenge Winners
IRS Design Challenge Winners
On June 10, the IRS announced the winners of its first “Tax Design Challenge.” This innovative crowdsourcing competition was designed to gather ideas to enhance the taxpayer experience. Andrew Miller of San Francisco won both the “Overall Design” $10,000 reward and the “Best Taxpayer Usefulness” $2,000 reward. He is a web developer and specialist in user-interface design. Miller created “IRS MyService” with a dashboard and tax return summary cards. His design also included a...
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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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No Marital Deduction Needed
Keith and Karen Crosby, ages 75 and 72, own a parcel of undeveloped real estate that they have held since 1979. They purchased the property for $10,000 and the current fair market value is...
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Stock Redemption Not Self-Dealing
Foundation, a private foundation under Sec. 509(a), was funded by members of X family. X family members are current or former shareholders of Company, a closely-held corporation and a disqualified...
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Stock Redemption Not Self-Dealing
Foundation, a private foundation under Sec. 509(a), was funded by members of X family. X family members are current or former shareholders of Company, a closely-held corporation and a disqualified...
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Supporting Organizations — Part II
Supporting organizations have become increasingly popular in recent years because they allow donors to receive the tax benefits of donating to a public charity while still giving donors some of the...
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