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For Advisors

Tuesday February 20, 2018

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.
Tax Filing Season Opens Door to New Scam
Washington
News
As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service explained the latest tax scam. Because it is difficult for IRS software to discover scams using actual taxpayer data, the tax scammers have developed a new concept. The tax scammer starts by acquiring your normal tax return information — your name, Social Security Number, typical deductions, filing status and bank account numbers. In some cases, the tax scammer steals this information by hacking into your tax preparer's computer network. After stealing your information, the scammer files the return and claims a large refund. That refund is sent directly to your bank account. To have a...
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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
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments. It...
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Private Letter
Ruling
Decedent established Trust for the benefit of Decedent's children and their descendants in Year 1, which was prior to December 31, 2000. Decedent later died, survived by Spouse and his children....
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Article of
the Month
Many entrepreneurs and investors have accumulated substantial net worth through their business and investment holdings. For years, these individuals have focused their efforts and attention to...
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