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Monday August 10, 2020

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. more		Washington News IRS to Distribute $500 Dependent Stimulus Payments The IRS has announced that it will begin to distribute $500 Economic Impact Payments (EIPs) to approximately 365,000 individuals. These individuals are Non-Filers who registered prior to May 17, but did not receive $500 dependent EIPs due to an IRS software problem. IRS Commissioner Charles Rettig testified before the Senate Finance Committee on June 30. He stated that an IRS software problem caused the failure to make the $500 dependent payment to the 365,000 individuals. The Stimulus Payment FAQ on IRS.gov has a series of questions designed to help Non–Filers. FAQ 49 explains that Non–Filers who are not required to file an income tax return and do not receive Social Security, Disability,... more	GiftLaw Pro Charitable Tax Reference GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website... more
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... View Presentation	Case of the Week Exit Strategies for Real Estate Investors, Part 2 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. It... more		Private Letter Ruling Unusual Grant Request Approved Organization will receive a grant from C, a nonoperating private foundation that plans to cease its charitable operations. C supports various charities within its geographic region. C plans to... more
Article of the Month Charitable Lead Trusts in a Low Interest Rate Environment - Part II Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high net worth individuals. Lead trusts often involve significant legal and administrative costs and are... more

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