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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 Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is the largest boost in six years. The
cost-of-living increase was 0% in 2016, 0.3% in 2017 and 2% in 2018. Over 67 million Americans receive Social Security and will enjoy an increased check in
January of 2019.
The average 2018 Social Security payment of $1,400 per month will increase by about $39. Social Security recipients with larger payouts will appreciate a
greater increase in the value of their benefits.
Military retirees will also receive a 2.8% cost-of-living increase. Veterans benefits for disability pay and dependents'...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
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...Read More |
Private Letter Ruling
Decedent died and was survived by his wife (Taxpayer) and children. Decedent was a state employee and a participant in a state-maintained qualified
retirement plan (the Plan) at the time of his...Read More |
Article of the Month
Individuals concerned with tax planning often include charitable giving as an important element of their planning strategies. In addition to the
satisfaction of knowing that they have contributed...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.