For Advisors

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–2021–16, the Internal Revenue Service announced that the tax season will be starting later than usual. The IRS will begin processing 2020 tax year returns on February 12, 2021. The delay this year is due to the passage of tax law changes in the omnibus spending bill enacted on December 27, 2020. This bill created a second round of Economic Impact Payments and changed other tax provisions. In order to ensure that tax return software is correct and able to provide the Recovery Rebate Credits to individuals who did not receive the full amount of their stimulus check, the IRS had to defer the start date. Taxpayers who file electronically with direct deposit may receive the first refunds. This includes taxpayers who use the IRS Free File software. IRS Commissioner Chuck Rettig stated, "Planning for the nation's filing season process is a massive undertaking, and IRS teams have been working nonstop to prepare for this as well as delivering Economic Impact Payments in record time. Given the pandemic, this is one of the nation's most important filing seasons ever. This start date will...
More

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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