Saturday May 26, 2018

For Advisors

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
Charitable Tax Reference - GiftLaw Pro
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
MORE
Exit Strategies for Real Estate Investors, Part 14
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments....
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...
MORE
Farmers Market Denied Exemption
Organization's Articles of Incorporation state that it is an association of farmers and gardeners promoting agriculture through a retail outlet and that its purpose is to provide local residents with...
MORE
Time for a 'Paycheck Checkup'
In IR-2018-120, the Service urged taxpayers to use the Withholding Calculator on www.IRS.gov for a "Paycheck Checkup." The passage of the Tax Cuts and Jobs Act (TCJA), brought many changes that will...
MORE
Overview of Life Income Gifts — Part II
Many clients seek guidance from professional advisors regarding retirement, investments, tax planning and charitable giving. These clients are often concerned with maintaining their standard of living...
MORE
scriptsknown

Santa Barbara Foundation | 1111 Chapala Street, Suite 200, Santa Barbara, CA 93101
(805) 963-1873 | info@sbfoundation.org

Copyright © 2018 Santa Barbara Foundation.
© 2018 Crescendo Interactive, Inc. PRIVACY STATEMENT