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Sunday December 11, 2016

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 Advice on Phishing Scams
Washington News
In IR-2016-160 the IRS explained the best taxpayer defenses against phishing scams. During the 2016 filing season, the IRS reported a 400% increase in malware or phishing. A primary strategy from scammers is to appear to be from the Department of Treasury or the IRS. A common IRS phishing scam asks you to confirm information about your tax refund, filing status or other personal information such as your PIN. A new scammer approach is to claim to be from your tax software company. The scammer will ask you to verify your tax software account. The IRS urges all taxpayers during the 2017 tax filing season to be on the lookout for several specific strategies. 1. Link to Website – A scammer will claim that...
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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
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. But George was a diligent student and determined to become a successful business owner....
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Private Letter Ruling
A private foundation ("Foundation") requested advanced approval of its education grant procedures. Foundation's purpose is preserving and protecting the environment, promoting conservation and...
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Article of the Month
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, individuals can bypass...
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