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Tuesday September 25, 2018

Advisor Resources
Advisor Resources
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.
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IRS Relief for Hurricane Florence Victims
Washington News
In NC-2018-03, the IRS delayed tax deadlines for victims of Hurricane Florence. As the flood waters continue to devastate the eastern parts of North Carolina, thousands of taxpayers have not yet returned to their homes or businesses. The IRS relief grants extra time to comply with individual and business tax deadlines. The president declared most of North Carolina to be a federal disaster zone. Residents of Beaufort, Brunswick, Carteret, Craven, New Hanover, Onslow, Pamlico and Pender Counties qualify for Federal Emergency Management Agency (FEMA) assistance and services. Some individuals and business owners within the disaster zone may have federal tax deadlines between September 7, 2018 and January 31, 2019. They may delay filing until January 31, 2019. Taxpayers who extended their 2017 tax return deadline from April 15 to October 15, 2018 may file as late as January 31, 2019. Taxpayers with quarterly payments due on September 17 or October 15 may delay payments until January 31, 2019. Some nonprofits extended their Form 990 filing date from May 15 to November 15, 2018....
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
Deduction Calculator
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...
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Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
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Private Letter Ruling
A private foundation ("Foundation") requested advanced approval of its employer-related scholarship grant procedures. Foundation, a tax-exempt organization, plans to operate an employer-related...
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Article of the Month
In the wake of natural disasters, national tragedies and medical misfortunes, donation-based crowdfunding campaigns seek to raise funds to help those in need. Online crowdfunding platforms make it...
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