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Saturday October 21, 2017

For Advisors

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. GiftLaw is a free service made available to all advisors. We are available to assist in helping you provide clients with clear and understandable illustrations.

Sign up today to receive GiftLaw news updates and/or other communications offered by Heartspring.

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GifLaw Pro

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...

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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...

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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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Grantor, as settlor and trustee, created a charitable lead annuity trust (Trust). Grantor sought approval to amend Trust's agreement, which would convert Trust from a non-grantor...

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Will Tax Reform Include New Charitable Deductions?

As the House Ways and Means Committee staff continues to draft a massive tax reform bill, a new proposal could expand...

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For hedge fund managers who hold pre-2009 fees in deferred compensation programs offshore, the tax-clock is ticking. When the clock strikes midnight on December 31, 2017, any...

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