Utah State University

Planned Giving

Friday November 21, 2014

For Advisors

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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Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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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Living on the Edge, Part 2
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea’s home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since...
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Trust Reformed Due to Scrivener’s Error
In Year 1, Attorney 1 drafted and Grantor funded GRAT 1 and GRAT 2. GRATs 1 and 2 were established to pay out to Grantor for a term of years with the remainder going to Children’s Trust....
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Washington News - IRA Rollover and Tax Extenders Debate
IRA Rollover and Tax Extenders Debate
As the House and Senate return for the November lame-duck session, both leadership elections and tax extenders are on the front...
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Applying for Tax-Exempt Status Under Sec. 501(c)(3)
Section 501(c)(3) of the Internal Revenue Code exempts qualified organizations from federal income tax. In order for the Internal Revenue Service to recognize an organization as exempt it must submit...
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