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For Advisors

Monday January 21, 2019

Advisor Resources 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 IRS Free File Now Available In IR-2019-2, the IRS announced the availability of the Free File Program. Since the inception of the program, more than 53 million taxpayers have used tax preparation software provided by the Free File Alliance. IRS Commissioner Chuck Rettig noted, "Free File is an important tool that allows taxpayers free access to electronic filing of their tax returns. The program has been a great partnership with the private sector, and we have taken steps to improve Free File this year. With these changes to the Free File program as well as the new tax law, this is a great year for people to consider using this option for preparing their taxes." Free File is accessed on www.IRS.gov. The "Help Me" tool... More
GiftLaw Pro Charitable Tax Reference GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website... More	Deduction Calculator 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
Case of the Week George's "UT to Green Gift Annuity" Conversion George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. George was a diligent student and was determined to become a successful business owner.... More	Private Letter Ruling Portability Election Extension Granted Decedent died and was survived by Spouse. Decedent's estate represents that it was not required by Sec. 6018(a) to file a Form 706 estate tax return. Decedent had an unused portion of the applicable... More	Article of the Month How to Collect Charitable IRA Beneficiary Designations Traditional IRAs are funded with pretax dollars and grow tax free. Many traditional IRAs are created through rollovers of other types of qualified plans at retirement. The payouts from traditional... More

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