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 January 26, 2020

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
IRS Provides a Tax Preparation Tip
Washington News
In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns. Some "ghost" preparers promise large refunds from these tax returns. Under federal law, a tax preparer must have an IRS Preparer Tax Identification Number (PTIN). A paid preparer must sign each return and include his or her PTIN. If a tax preparer is not willing to sign the return, consumers should be on guard. This is particularly a risk if the tax preparer promises a large refund or if a preparation fee is based on the size of the refund. Your ghost preparer may also have one or more of the following red flags. Requires payment in cash Pads income to qualify for tax credits Fakes deductions to increase refund Sends refunds to the preparer's bank account Information on selecting a tax preparer is available on IRS.gov. The IRS provides a Choosing a Tax Professional page, which explains how to review your preparer's credentials. There also is a Directory of Federal Tax Return Preparers. Every taxpayer should review their Form 1040 before it is filed. Your tax preparer should be willing to answer any questions that you may have. Because most tax returns and refunds are handled through electronic methods, double check the return for your correct bank account and bank routing numbers. Editor's Note: If you believe your tax preparer is...
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
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin...
More
Private Letter Ruling
An organization ("Organization") applied for tax-exempt status, filing Form 1023-EZ. Organization attested that it had the required organizational document limiting its purposes to one or more exempt...
More
Article of the Month
By a bipartisan vote of 71 to 23 on December 19, 2019, the Senate passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The SECURE Act was part of a larger appropriations...
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
IRS Provides a Tax Preparation Tip
Washington News

In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns. Some "ghost" preparers promise large refunds from these tax returns. Under federal law, a tax preparer must have an IRS Preparer Tax Identification Number (PTIN). A paid preparer must sign each return and include his or her PTIN. If a tax preparer is not willing to sign the return, consumers should be on guard. This is particularly a risk if the tax preparer promises a large refund or if a preparation fee is based on the size of the refund. Your ghost preparer may also have one or more of the following red flags. Requires payment in cash Pads income to qualify for tax credits Fakes deductions to increase refund Sends refunds to the preparer's bank account Information on selecting a tax preparer is available on IRS.gov. The IRS provides a Choosing a Tax Professional page, which explains how to review your preparer's credentials. There also is a Directory of Federal Tax Return Preparers. Every taxpayer should review their Form 1040 before it is filed. Your tax preparer should be willing to answer any questions that you may have. Because most tax returns and refunds are handled through electronic methods, double check the return for your correct bank account and bank routing numbers. Editor's Note: If you believe your tax preparer is...

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

Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin...

More
Private Letter Ruling

An organization ("Organization") applied for tax-exempt status, filing Form 1023-EZ. Organization attested that it had the required organizational document limiting its purposes to one or more exempt...

More
Article of the Month

By a bipartisan vote of 71 to 23 on December 19, 2019, the Senate passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The SECURE Act was part of a larger appropriations...

More
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