The American Cancer Society has 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. Our gift and estate planning professionals are available to partner with you to serve as trusted resources for you and your clients- creating a team approach to provide clients with the best opportunities for charitable planning. Contact the Society gift planning professional in your area.
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website which also includes types of gift plan options.
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan...
It is helpful to know the IRS requires tax preparers to have a data recovery plan, since many taxpayers use a CPA, attorney, enrolled agent or other tax professional. In letter IR-2019-143, the Service explained the steps tax professionals must take...