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Friday November 1, 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.More |
Washington News
On October 24, 2024, the Internal Revenue Service (IRS) released guidance on energy-efficient home improvement credits. The IRS explained the qualifications and rules for improving your home and making it more energy efficient.
The IRS released both proposed regulations and other guidance. The IRS information explains specific arrangements for the Energy Efficient Home Improvement Credit (EEHIC) and the Residential Clean Energy Credit (RCEC).
The credit generally allows homeowners a savings equal to 30% of expenses related to energy efficient improvements on their home. These improvements have a credit limit of up to $1,200 for most qualifying expenses. However, a separate credit limit of up to $2,000 is applicable...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
George Green was a man of humble beginnings. He was born in Nebraska and lived with his parents on their farm. George was a diligent student and was determined to become a successful business owner....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
For many individuals, at various stages of their careers, retirement planning is an important topic of interest. For those who are charitably minded, Charitable Gift Annuities (CGAs) can serve as a...More |
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