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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
In CA-2018-13, the IRS granted tax relief to three California counties devastated by wildfires. Residents of Butte, Los Angeles and Ventura counties have until April 30, 2019 to file most tax returns. Between November 8 and November 16, 2018, these three counties experienced major wildfires.
The Camp Fire in Butte County was devastating. Over 142,000 acres and 11,862 buildings burned. There are 63 confirmed fatalities and 631 missing people. Some of the missing individuals may be in refugee camps, but many are feared lost.
The entire town of Paradise was destroyed by the fire. At publication time, the Camp Fire was 45% contained and still threatens other northern California communities.
At a joint news conference, U.S. Interior Secretary Ryan Zinke and California Governor Jerry Brown agreed that both federal and state efforts were needed to protect residents. Zinke stated, "It... 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
Barbara Banker started with nothing. Barbara lived in a midsized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic. When he decided to... Read More
Taxpayer intends to form two charitable remainder unitrusts (CRUTs). CRUT #1 is a one-life CRUT which provides that the trustee will distribute to Taxpayer a certain percentage of the unitrust amount... Read More
In 2017, approximately 61% of households held an individual retirement account (IRA) or other tax-deferred retirement plan and more than one-third of
American households owned at least one type of... 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.