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    Thursday February 20, 2020

    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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    Peak IRS Filing Season after Presidents Day Holiday
    Washington News
    The two weeks after Presidents Day is usually peak IRS filing season. The IRS reports that the number of tax returns and refunds is down slightly from last year. As of February 7, 2020, the IRS had issued 10.83 million refunds. This is down from the 11.38 million refunds issued at this time last year. The total refunds issued were $21.16 billion, down 4.6% compared with $22.18 billion distributed by February 8, 2019. However, the average refund was slightly higher. The average refund as of February 7, 2020, was $1,952. This is up from $1,949 at this time last year. Most tax returns so far have been e-filed. Self–preparers e-filed approximately 17.18 million returns as of February 7. This is up 3.5% compared...
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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
    Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in...
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    Private Letter Ruling
    Private Foundation (Foundation) requested advance approval of its educational grant procedure under Sec. 4945(g)(3). Foundation plans to operate an educational grant program to provide financial...
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    Article of the Month
    Individuals choose to interact with charities in various ways. Some will volunteer their time, others their talents and still more prefer to donate cash or other assets. Many donors live on a fixed...
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