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For Advisors

Sunday August 25, 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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Washington News
Protect Yourself From Identity Theft
In IR-2019-145 the Service warned taxpayers about a new email scam. Fraudsters send emails with the phrases, "Automatic Income Tax Reminder" or "Electronic Tax Return Reminder." The emails are fraudulent, attempting to persuade the taxpayers to click on links that will then download malware and permit identity theft. Taxpayers should protect themselves by understanding the latest fraud methods. Fake IRS Websites – The fraudster creates a link to a website that looks similar to IRS.gov. The webpage will appear to reference information about a tax refund or the prior tax return filed by the taxpayer. The email contains a "temporary password" or "one-time password" to...
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GiftLaw Pro
Charitable Tax Reference
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
Keith and Karen Crosby, ages 75 and 72, own a parcel of undeveloped real estate that they have held since 1979. They purchased the property for $10,000 and the current fair market value is...
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Private Letter Ruling
Organization was formed as a 509(a)(2) organization which was supported primarily by fees. Organization's support has since changed from fees to gifts, grants and contributions. On its Form 990,...
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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. Donors may not understand the specific...
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