Saturday October 19, 2019
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.
National Work and Family Month
In 2003, the U.S senate passed a resolution establishing October as National Work and Family Month. To support families, the IRS published IR-2019-166. It explains the Family and Medical Leave Act...
Case of the Week
Lucky Lucy Lindstrom's "Cousins' Scholarship" Plan
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor and began...
Private Letter Ruling
Trust's Scholarship Grants Approved
Trust requested approval of its existing grant procedures under Sec. 4945(g). Trust is a nonexempt charitable trust under Sec. 4947(a)(1). Trust provides grants to pay tuition for two or more students...
Article of the Month
New Decade Nonprofit Trends
Author: A. Charles Schultz, JD, AEP® "It is tough to make predictions, especially about the future." Yogi Berra, Baseball Coach and Philosopher As we...