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. More
In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails.
Many tax preparers are receiving emails from tax fraudsters. A typical email could be similar to the following:
Subject: Tax Return
From: Joe Taxpayer
I got your email from the local directory. Hope you are doing good and actively involved in the tax filing season.
I would like to file my tax return which includes that of me and my spouse. Details are below. I would like you to have a review and let me know the cost. Click Here to view my details.
If the tax preparer clicks the link to retrieve Joe's data, the tax fraudster downloads malware on the tax preparer's computer.... 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
Private Foundation requested advanced approval of a set-aside under Sec. 4942(g)(2). Private Foundation initiated B Symposium several years ago. Private Foundation plans to offer a second Symposium in... More
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a commitment to make a series of current... More