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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
In IR–2022–16 the Internal Revenue Service (IRS) offered five tips for the filing season that starts on January 24, 2022. The IRS notes this is a year with "unprecedented circumstances" due to the Coronavirus pandemic. It will be important for taxpayers to follow IRS best practices to file their returns and avoid any delays in processing refunds.
Accurate Return — The most accurate tax return will be available through electronic filing and selecting a direct deposit for your refund. You may do this through a trusted tax provider or using e-file tax software. The benefit of e-filing software is that it performs math addition for you and greatly reduces the number of simple errors that...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 Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl's passion was real estate, and he was very...Read More |
Private Letter Ruling
Organization submitted Form 1023-EZ seeking exemption under Sec. 501(c)(3). Organization attested that it is both organized and operated exclusively for a charitable purpose. Organization's Articles...Read More |
Article of the Month
Retirement assets can be an excellent source of gifts to charity with favorable income tax results for the donor. Lifetime gifts of IRA funds may be especially valuable when donors are approaching or...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.