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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. Read More
As tax-filing season moves into high gear, many taxpayers realize they will need professional assistance to complete their 2017 tax returns. In IR-2018-41 and FS-2018-5, the IRS offered tips on selecting a paid tax preparer.
Last year, taxpayers filed 149 million individual tax returns. Paid tax preparers completed 83 million of the total 149 million returns.
How should you select a qualified tax preparer? The Service offers several specific tips.
Trustworthy - Your tax preparer should have a good reputation. You are trusting him or her with sensitive information, including your income, investments and Social Security Number. You may want to use a search engine to gather background information on the preparer's credentials.
Your Tax Return - Even though a tax preparer completes your return, you are still responsible. Please carefully review the return and ask questions about the... Read More
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
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments.... Read More
Organization was granted tax exempt status under Sec. 170(b)(1)(A)(iv). On Part IV of Form 1023EZ under the "Foundation Status" description, Organization stated that it was operated for the benefit of... Read More
According to data collected by the Investment Company Institute, Americans held $7.9 trillion in IRAs by the end of 2016, making IRAs the largest pool of individually held retirement-type assets in... Read More
With a documented planned gift donation of $25,000 and above, you are eligible for induction into The Citadel Legacy Society, which takes place at our annual Leaders in Philanthropy weekend each fall. You will join a group of your peers who take pride in being members of The Citadel family of supporters. Induction takes place the year following the year of your gift.