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Thursday May 19, 2022

For Advisors

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.
Protect Yourself From Fires and Hurricanes This Summer
Washington News
On May 5, 2022, the Internal Revenue Service published a brief guide on tips to help you prepare for natural disasters. The month of May includes National Hurricane Preparedness Week and National Wildfire Awareness Month. Other natural disasters could include tropical storms, tornadoes, winds, floods, landslides and mudslides. The month of May is an excellent time to begin reviewing your emergency...
Exit Strategies for Real Estate Investors, Part 21  Home Sale and Unitrust
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. Karl's passion was real estate, and he was very successful in his investments. Karl Hendricks has a home that he bought for $400,000 many years ago. It has appreciated to $1 million. Karl is now age 85 and would like to sell the home and buy a $400,000 condo in a nearby...
Grant Procedures Approved
Private Letter Ruling
Foundation requested advance approval of its educational grant procedure under Sec. 4945(g). Foundation will operate a Research Grant program to fund research on the prevention treatment and cure of X by supporting research relating to health and medicine. Research Grants will be awarded to scholars, professionals, academics and scientists. Each grant candidate must...
Real Estate Transfers to a Gift Annuity, Lead Trust or PIF
Article of the Month
A charitable gift annuity (CGA) is an excellent option for donors with appreciated real estate. A CGA provides a charitable tax deduction and a fixed income stream for life. In addition, a CGA gives a donor two capital gain benefits: 1) partial bypass of the donor's unrealized capital gain and 2) deferral of capital gain taxes on the remaining portion of the donor's unrealized capital gain. Most CGA donors...
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.