Planning for your Future

As a friend of Michigan Tech, we can offer you free tools to help you get your affairs in order prior to meeting with an attorney.

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For Advisors

Saturday May 18, 2019

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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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
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments....
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Private Letter Ruling
Organization's Articles of Incorporation declare that Organization is organized and operated exclusively for charitable purposes. Organization operates a donor advised fund. Organization operates an...
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Washington News
With the 2019 hurricane season right around the corner, the IRS is partnering with the National Weather Service to encourage taxpayers to create or update their emergency plans as part of Hurricane...
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Article of the Month
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific...
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