Wednesday February 8, 2023

For Advisors

Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Lucky Lucy Lindstrom's "Lucky Penny LLC"
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...
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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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Extension for Portability Election Granted
Decedent passed away and was survived by Spouse. Decedent's estate (Estate) was not required to file Form 706 under Sec. 6018(a). Estate represents there was an unused portion of Decedent's applicable...
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Washington News
IRS 2022 Tax Return Checklist
In IR-2023-17, the Internal Revenue Service (IRS) suggested a checklist for 2022 tax returns. The...
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Unitrust IV - Students, Cash and Homes
Charitable solutions can create a steady stream of payments for a donor or family member. Professional advisors may provide guidance on retirement planning, investments, tax strategies and charitable...
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scriptsknown

For I know the plans I have for you," declares the LORD, "plans to prosper you and not to harm you, plans to give you hope and a future. Jeremiah 29:11 (NIV)