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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.
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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
In IR-2017-60 the IRS reminded taxpayers they can still fund an IRA for the 2016 tax year. Traditional IRA contributions are tax deductible and the IRA fund grows tax-free....
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Case of the Week
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...
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Private Letter Ruling
Entity A is a non-profit, tax-exempt organization under Sec. 501(a) which plans to construct, own and operate a community cultural center (the Center). The Center will contain...
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Article of the Month
Under Sec. 501(c)(3), tax-exempt organizations must operate primarily for exempt purposes. Sec. 1.501(c)(3)-1(c)(1). This standard is known as the operational test and is...
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Broward County Inspiring Philanthropy over 25 years