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For Advisors
Tuesday July 8, 2025
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.More |
Washington News
July is a great month to consider plans for charitable gifts in 2025. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated stock or land.
IRA Charitable Rollover — The IRS refers to the IRA charitable rollover as a qualified charitable distribution (QCD). An individual over age 70½ is permitted to make a transfer directly from his or her IRA custodian to a qualified charity. The transfer is not included in taxable income. If the IRA owner is over age 73, the distribution may fulfill part or all of the IRA owner’s required minimum distribution (RMD).
Because many individuals have invested their IRAs in stocks, bonds or other securities, it may be...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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...View Presentation |
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Case of the Week
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl’s passion was real estate and he was very successful in his...More |
Private Letter Ruling
Organization is a nonprofit educational organization described in section 501(c)(3) and classified as a public charity under sections 509(a)(1) and 170(b)(1)(A)(ii). Organization operates a general...More |
Article of the Month
Fundraising is one of the most important responsibilities for a nonprofit because public donations fund the nonprofit’s causes. An exciting and popular method for nonprofits to raise funds is by...More |
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Professional Advisors eNewsletter
We would like to send you our weekly e-newsletter. Many of our professionals find this very interesting and helpful. It features the latest news from Washington, tax law updates, PLRs, Case Studies and timely articles.More |
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