For Advisors
Wednesday May 21, 2025
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
In a series of letters, the Internal Revenue Service (IRS) provided advice to late filers, those who have extended their deadline to file until October and nonprofits. Taxpayers who missed the April 15 filing deadline should file promptly. Those who filed for an extension have until October 15 to file. The nonprofit filing date is usually May 15, 2025.
Automatic Filing Extension — There are several groups that qualify for an automatic extension. Military members serving in a combat zone have an extension of at least 180 days. Support personnel in the combat zone generally also qualify for this extension. Taxpayers who reside outside the United States usually qualify for a two-month extension. Finally,...More |
|||||
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 |
|||||
Case of the Week
Abigail was a wonderful and spirited 80-year-old woman. She worked in her garden, handled all her finances and played golf each weekend. In addition to her busy schedule, she also made time to help at...More |
Private Letter Ruling
Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent’s estate (Estate) was not required to file Form 706, United States Estate (and Generation-Skipping Transfer) Tax...More |
Article of the Month
A common misconception about charitable giving is that it is only for retired or wealthy donors. But charitable giving is a powerful tool for individuals of all ages and income levels who want to make...More |
||||
