Home Site Map Contacts
Advisor Home
Washington News
Case of the Week
Private Letter Ruling
Article of the Month
Deduction Calculator
E-newsletter

For Advisors

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.
<!--cres_news_box_glaw_calc-Title-->
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.
MORE
<!--cres_news_box_glaw_newsletter-Title-->
Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
MORE
Washington News
Benefits From the Saver's Credit
In IR-2023-222, the Internal Revenue Service (IRS) reminded low-income and moderate-income taxpayers they could benefit from a "Saver's Credit" in 2024. The Saver's...
MORE
Case of the Week
Using Plastic to Make Gold - Year End Gifts - Part 3
Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best summed up as "my way or the highway." While sometimes difficult to work...
MORE
Private Letter Ruling
Portability Election Extension Granted
Decedent was survived by Spouse. Based on the value of Decedent's gross estate and taxable gifts, it was represented that Decedent's estate (Estate) was not required to file...
MORE
Article of the Month
Charitable Gifts of Commercial Annuities
Commercial annuities are considered by many to be safe investments for individuals looking to secure a consistent source of income over extended periods, notably during...
MORE
scriptsknown
   
   
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.  
 
© 2023 Crescendo Interactive, Inc. PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.