PlannedGiving

Maximize Your Philanthropic Goals

  • Make a difference in people's lives and always be remembered for your contribution
  • Benefit yourself, your family and our cause with your planned gift
  • Help us fulfill our mission for many years and generations to come

PlannedGiving

Maximize Your Philanthropic Goals

  • Make a difference in people's lives and always be remembered for your contribution
  • Benefit yourself, your family and our cause with your planned gift
  • Help us fulfill our mission for many years and generations to come
Planned Giving

For Advisors

Sunday August 18, 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
Data Recovery Plans for Tax Professionals
Washington News
It is helpful to know the IRS requires tax preparers to have a data recovery plan, since many taxpayers use a CPA, attorney, enrolled agent or other tax professional. In letter IR-2019-143, the Service explained the steps tax professionals must take to protect client data. The "Security Six" checklist is published jointly by the IRS and its Security Summit partners. Step Five on the "Security Six" checklist is for tax professionals to create a data theft security plan. IRS Commissioner Chuck Rettig notes, "The number of tax professionals reporting data theft to the IRS remains too high, and it puts tens of thousands of taxpayers at risk for identity theft. We hope tax professionals will use the Security Summit Checklist as a starting point, not an endpoint, to protect their clients' data - and themselves. " If your data professional discovers a security breach, there are several steps to follow. Contact IRS and Law Enforcement - When you promptly contact the IRS and law enforcement agencies, the authorities may take action to protect taxpayers. The IRS may be able to protect the named taxpayers from a fraudster who may use the stolen data to file a tax return in order to claim a large refund. Contact State Revenue Office - A tax professional should promptly contact the state tax agency. This would enable the state office to protect named...
More
Charitable Tax Reference
GiftLaw Pro
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
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's 18th birthday. It is painted bright red and is two tons of metal, muscle and noise. Indeed,...
More
Private Letter Ruling
Organization was incorporated in E with the purpose of educating the public about democracy in America and promoting voting rights, equality and participation for all Americans. Organization's bylaws...
More
Article of the Month
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific...
More
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
Data Recovery Plans for Tax Professionals
Washington News

It is helpful to know the IRS requires tax preparers to have a data recovery plan, since many taxpayers use a CPA, attorney, enrolled agent or other tax professional. In letter IR-2019-143, the Service explained the steps tax professionals must take to protect client data. The "Security Six" checklist is published jointly by the IRS and its Security Summit partners. Step Five on the "Security Six" checklist is for tax professionals to create a data theft security plan. IRS Commissioner Chuck Rettig notes, "The number of tax professionals reporting data theft to the IRS remains too high, and it puts tens of thousands of taxpayers at risk for identity theft. We hope tax professionals will use the Security Summit Checklist as a starting point, not an endpoint, to protect their clients' data - and themselves. " If your data professional discovers a security breach, there are several steps to follow. Contact IRS and Law Enforcement - When you promptly contact the IRS and law enforcement agencies, the authorities may take action to protect taxpayers. The IRS may be able to protect the named taxpayers from a fraudster who may use the stolen data to file a tax return in order to claim a large refund. Contact State Revenue Office - A tax professional should promptly contact the state tax agency. This would enable the state office to protect named...

More
Charitable Tax Reference
GiftLaw Pro

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...

More
Case of the Week

Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's 18th birthday. It is painted bright red and is two tons of metal, muscle and noise. Indeed,...

More
Private Letter Ruling

Organization was incorporated in E with the purpose of educating the public about democracy in America and promoting voting rights, equality and participation for all Americans. Organization's bylaws...

More
Article of the Month

The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific...

More
scriptsknown