For Advisors

Sunday February 26, 2017

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.
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IRS Complete 'Dirty Dozen' Tax Scam List
Washington News
Each year the IRS warns taxpayers about the "Dirty Dozen" tax scams. Prior articles in this newsletter have covered various scams, but on February 17, the IRS published the full list for 2017. IRS Commissioner John Koskinen stated, "We continue to work hard to protect taxpayers from identity theft and other scams. Taxpayers can and should stay alert to new schemes which seem to constantly evolve. We urge them to do all they can to avoid these pitfalls – whether old or new." 1. Phishing – Taxpayers continue to receive emails from fraudsters. The emails regularly contain links to fraudulent sites. You should not click on any links from a suspicious email. The IRS states it "will...
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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...
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Case of the Week
Abigail was a wonderful and spirited 80-year-old woman. Even as an octogenarian, she still worked in her garden, handled all of her finances and played golf each weekend. In addition to her busy...
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Private Letter Ruling
Decedent 1 died on Date 1, survived by Decedent 2. Decedent 2 died on Date 2. A personal representative was appointed to handle Decedent 2's estate. In order for Decedent 2 to benefit from portability...
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Article of the Month
Introduction Alongside wills and trusts, beneficiary designations are becoming increasingly popular as part of a complete estate plan. By simply filling out a beneficiary designation form,...
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