Planned Giving
For Advisors
Wednesday June 29, 2022
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.More |
Washington News
In IR-2022-127, the Internal Revenue Service announced it is expanding its voice bot options. The new service is focused on taxpayers who would like to set up or modify a payment plan.
IRS Commissioner Chuck Rettig noted, "We continue to look for ways to better assist taxpayers, and that includes helping people avoid waiting on hold without having to make a second phone call to get what they need. The expanded voice bots are another example of how technology can help the IRS provide better service to taxpayers."
Voice bots are computer software that relies on artificial intelligence. This software helps taxpayers to navigate on a phone call and receive answers to questions. The IRS has used other voice...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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...View Presentation |
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl's passion was real estate, and he was very successful in his...More |
Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(10). Organization is a membership organization consisting of certified soccer referees. Organization's Articles of Incorporation state...More |
Article of the Month
The American Council on Gift Annuities reports that the most popular age for funding an initial gift annuity is mid-70's. Because the Quiet Generation was born during the Great Depression and World...More |
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Southeastern Foundation
SLU 10293
Hammond, LA 70402
SLU 10293
Hammond, LA 70402
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PRIVACY STATEMENT
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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.