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Saturday September 14, 2019

Advisor Resources
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.
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September – Excellent Time to Check Your Withholding
Washington News
With about four months left this year, September is an excellent time to check your withholding amounts. In IR-2019-149, the Service explained enhancements to the Tax Withholding Estimator tool on IRS.gov. The "estimator" is a mobile-friendly tool with new features for self-employed individuals. Many taxpayers now are self-employed or have income from side gigs. Users can enter their wage, pension or other retirement income. Any side income may then be added. The estimator will highlight your potential deductions from side income. These may include a self-employment health insurance deduction, a Simplified Employee Pension (SEP) or other qualified retirement plan. Side income is also subject to...
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
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...
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Case of the Week
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. John Powers. When Stacy was born, it was a dream come true for the Powers. The Powers were very affluent...
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Private Letter Ruling
Trust applied for tax-exempt status under Sec. 501(c)(3). Trust was formed as a charitable remainder trust (CRT). E funded the trust with closely-held securities and is co-trustee with F. The trust...
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Article of the Month
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Some donors may not understand the specific...
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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.