If you are 70 1/2 or older, you may be interested in a way to lower the income and taxes from your IRA withdrawals. With an IRA charitable rollover, you can benefit yourself and help us continue our mission.
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
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
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began... More
Trust requested approval of its existing grant procedures under Sec. 4945(g). Trust is a nonexempt charitable trust under Sec. 4947(a)(1). Trust provides grants to pay tuition for two or more students... More
In 2003, the U.S senate passed a resolution establishing October as National Work and Family Month. To support families, the IRS published IR-2019-166. It explains the Family and Medical Leave Act... More