Charitable Tax Planning Resources for Professional Advisors
As a professional advisor, you depend on only the most accurate and reliable tax and legal guidance available to prepare the best plans for your clients.Charitable Tax Planning Resources for Professional Advisors
The Arthritis Foundation is pleased to offer you direct access to two easy-to-use, comprehensive and complimentary services.
Crescendo GiftLaw and GiftLaw Pro
GiftLaw serves as a resource for professional advisors by way of educational opportunities and seminars, newsletters and trend alerts, in addition to resources such as the gift planning calculator and resource library.
GiftLaw Pro is a comprehensive charitable giving and tax information service. It is updated regularly to give gift planners the latest gift planning information and access to Private Letter Rulings, Revenue Rulings, Code and Regulations, Tax Court cases and other key gift planning materials.
Features include nine chapters with over 300+ subchapters on the most important gift planning topics. Each subchapter includes links to Internal Revenue Codes, Treasury Regulations, Private Letter Rulings, Tax Court cases and Supreme Court cases. Over 14,000 links enable the user to quickly move anywhere within the thousands of pates of documents. A comprehensive index provides unparalleled power to find information quickly and easily.
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Charitable Giving Tax Service
The Charitable Giving Tax Service (CGTS) is a another comprehensive, thoroughly indexed on-line gift-planning reference library which remains current with developments in the area of planned giving. It provides quick access to valuable tax and gift planning information and is presented in an easy-to-read style. CGTS is written by attorneys who know how to write in plain English!
The Charitable Giving Tax Service is divided into twelve sections covering the following topics:
- Federal Income Tax
- Charitable Contributions of Individuals and Corporations
- Gift Annuities
- The Federal Estate Tax
- Charitable Bequests
- The Federal Gift Tax
- Charitable Remainder Trusts
- Unrelated Business Income
- Pooled Income Funds
- Charitable Lead Trusts
- State Regulations
- Life Insurance Gifts
CGTS is packed with sample gift documents, trust forms and gift deduction worksheets and tables. Every section is fully cited to the Internal Revenue Code and Regulations, plus court cases and rulings. In addition, there is an receive "Analysis and Comment" section – a commentary on new regulations, rulings and laws that affect charitable giving. Go to CGTS.
