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Monday November 12, 2018

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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Barbara Banker started with nothing. Barbara lived in a midsized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic....

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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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Taxpayer established a revocable living trust (Trust) on Date 1. Taxpayer is the sole trustee of Trust and reserves the sole right to amend or revoke Trust and distribute the...

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Increased Child Tax Credit for 2018

In IR-2018-217, the IRS reminded taxpayers of the benefit of the increased Child Tax Credit. The Tax Cuts and Jobs Act...

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In 2017, approximately 61% of households held an individual retirement account (IRA) or other tax-deferred retirement plan and more than one-third of American households owned...

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