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We offer 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 free of charge. We are available to assist in providing clients with clear and understandable gift illustrations. Your recommendations are pivotal to clients as they make decisions about the distribution of family wealth, trust arrangements, bequests and gifts to individuals and charities. You may now access charitable tax service, receive calculations for split interest gifts and receive timely tax law updates here. We are pleased to work in partnership with our professional advisor community to increase philanthropy in Western North Carolina.
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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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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Our advisor eNewsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
White House Releases 2015 Budget
On March 4 the White House released the proposed federal budget for 2015. That fiscal year will commence on October 1, 2014. The proposed budget includes both new benefits...
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Case of the Week
The Gift of Philanthropy to Two Sons
Lorraine Moore, a widow age 75, has an estate valued at $1 million. Her estate consists of her home valued at $100,000, liquid investments of $400,000 consisting primarily of...
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Private Letter Ruling
Distribution to Fdn. Won't Result in Self-Dealing or Excess Business Holdings
Founder's estate plan provides that after the death of the survivor of Founder and Founder's wife, an ownership interest in an LLC will pass to Foundation. Founder owns all...
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Article of the Month
CRT Gift and Estate Taxes
A charitable remainder trust consists of a gift of a remainder interest and the retention of an income interest. The present value of that remainder interest qualifies for the...
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