For Advisors
Thursday April 25, 2024
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.Networking Opportunities with the Estate Planning Council of Bakersfield The Estate Planning Council of Bakersfield (EPCB), incorporated in 1958, is a local, interdisciplinary organization that provides educational programs and networking opportunities to professionals in order to enhance their skills and expand their estate planning network in the community. The Council's members, representing a broad range of disciplines (attorneys, certified financial planners, certified public accountants, chartered financial consultants, chartered life underwriters, trust officers), benefit from getting to know and respect one another through an increased awareness and understanding of the views, concerns and valuable interactions of their overlapping specialties. For more information on Council membership, leadership, meetings and events, please visit estateplanningcouncilbakersfield.com. More |
Washington News
On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the completion of the tax filing season on April 15 and the new Direct File option available to taxpayers in 12 states. Werfel noted, "There is no victory lap here. There is a lot more work to do.”
While Werfel was not ready to announce the next steps for the Direct File program, the IRS is completing a review and will release a more complete plan in the near future.
A major project for the IRS is to improve and update the information technology (IT) system. Werfel continued, "The main system at the IRS — that is, the engine for all individual returns — is on the cusp of finally being...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
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value...More |
Private Letter Ruling
Foundation plans to operate a scholarship program and an educational grant program. The scholarships will be for students completing an undergraduate or graduate degree in the field of their choice to...More |
Article of the Month
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications,...More |
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