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.Read More |
Washington News
The Internal Revenue Service (IRS) was pleased to announce the launch of the Direct File Pilot Program. This new tax software is available in English and Spanish.
The Direct File program is designed to assist taxpayers with simple tax arrangements. It is available in 12 states and is compatible on a desktop computer, laptop, tablet or a smartphone. The Direct File program shows taxpayers the math to make certain the returns are completed accurately. There is also customer service support for Direct File users. The initial test group claimed that Direct File is "simple and straightforward to use."
Direct File has been developed with funds from the Inflation Reduction Act and is designed to make it easier...Read More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...Read More |
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 |
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Case of the Week
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl’s passion was real estate and he was...Read More |
Private Letter Ruling
Foundation plans to operate two educational grant programs that will award one-time nonrenewable grants to students to promote environmental conservation and sustainability. The first grant program...Read More |
Article of the Month
Employee Stock Ownership Plans (ESOPs) are innovative and flexible financial instruments that allow employees to have a stake in the ownership of their company. While ESOPs are often associated with...Read More |
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For more than 35 years, Morton Plant Mease Foundation has provided philanthropic support to the not-for-profit hospitals of Morton Plant Mease Health Care, including Morton Plant, Clearwater; Mease Dunedin; Mease Countryside, Safety Harbor and Morton Plant North Bay, New Port Richey. The close connection between the hospitals of Morton Plant Mease and their neighbors reveal a unique spirit of giving ? a relationship characterized by people caring for the hospitals that care for them.