Resources for Advisors

As the tax filing season moves into focus, the Service announced the Free File program is available on IRS.gov. The Free File program has served 57 million taxpayers since 2003. Ten tax software companies and the IRS offer free tax-preparation software for 2019 returns. Free File is available for taxpayers with adjusted gross incomes of $69,000 or less. IRS Commissioner Chuck Rettig notes, "Free File online products offer free federal tax return preparation, free electronic filing and free direct deposit of refunds to help get your money faster. The IRS has worked to improve the program for this year, and we encourage taxpayers to visit IRS.gov and consider using the Free File option to get a head start on tax season." There are four steps in order to use Free File. Go To IRS.gov – Select Do Your Taxes for Free, then select Choose a Free File Online Product. Choose a...

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...