For Advisors
Sunday June 4, 2023
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
With a vote of 314 to 117 in the House of Representatives and 63 to 36 in the Senate, Congress sent the Fiscal Responsibility Act of 2023 to the President. When the President signs the bill, the threat of a default on U.S. debt and obligations is avoided.
There was a sigh of relief in Congress, the White House, the financial markets and by world leaders. All were hoping for a compromise and bipartisan support for the bill.
After extended negotiations between President Biden and Speaker of the House Kevin McCarthy, a bipartisan compromise was reached. The bill suspends the debt limit of $31.4 trillion until January 2025. After the next election in November of 2024, the new Congress and Administration will need to...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 Charles Douglas 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...More |
Private Letter Ruling
Foundation is tax-exempt under Sec. 501(c)(3) and a private foundation under Sec. 509(a). Foundation requested approval to set aside funds in connection with Foundation's goal to increase the...More |
Article of the Month
Intellectual property refers to assets that do not have a physical form. Common types of intellectual property (IP) include copyrights, trademarks or patents. As intellectual property filings continue...More |
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