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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
In IR-2019-191, the IRS offered suggestions on end of year planning. With good planning, you can be prepared to file and promptly receive your refund.
Refund Factors – The IRS attempts to issue most refunds within 21 days. Some refunds will take longer because there are security issues, errors in filing or a claim for the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC). If you have been a victim of identity theft in the past, there may be added review of your return. You should be able to learn about any refund delay with the "Where's My Refund" tool on irs.gov.
Year-end Bonus or Holiday Pay – Many taxpayers benefit from financial gains toward the end of the year.... More
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
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 (RIA) and... More
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Charitable gifts of noncash assets valued in excess... More
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