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Advisors 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.

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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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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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...
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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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Erika B. Rudin-Luria 216-593-2867 erudin-luria@jcfcleve.org
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Ann Garson 216-593-2814 agarson@jcfcleve.org
Matthew Kaliff 216-593-2831 mkaliff@jcfcleve.org
Hedy Milgrom 216-593-2850 hmilgrom@jcfcleve.org
Janet Shapiro 216-593-2875 jshapiro@jcfcleve.org
Jennifer Schwarz 216-593-2816 jschwarz@jcfcleve.org
Michael Cole 216-593-2795 mcole@jcfcleve.org
Lisa Hacker 216-593-2792 Lhacker@jcfcleve.org
Jessie Bruder 216-593-2869 jbruder@jcfcleve.org

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