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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
With employment in America at high levels, many two-income families and taxpayers with multiple jobs should perform a "Paycheck Checkup."
In IR-2019-97, the Service explained why these taxpayers should check their withholding amounts. Because 2018 was the first year for full implementation of the massive changes in the Tax Cuts and Jobs Act, many taxpayers overwithheld and received substantial refunds. Some taxpayers underwithheld and had to pay a large tax bill. A few of the taxpayers with large tax payments also paid penalties for underwithholding.
The Service stated, "The Tax Cuts and Jobs Act (TCJA) made changes to the tax law. Among other things, the new law increased the standard deduction, eliminated personal exemptions, increased the child tax credit, limited or discontinued certain deductions and changed the tax rates and brackets. As a result, many taxpayers... 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
Foundation, a private foundation, requested advance approval of its scholarship grant procedures. Foundation plans to provide scholarships to students located in a foreign country for post-secondary... Read More
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific... 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.