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
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
Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best summed up as "my way or the highway." While sometimes difficult to work with, Gregory nevertheless has... More
Decedent was survived by Spouse. Based on the value of Decedent's gross estate and taxable gifts, it was represented that Decedent's estate (Estate) was not required to file Form 706, U.S. Estate Tax... More
In IR-2023-222, the Internal Revenue Service (IRS) reminded low-income and moderate-income taxpayers they could benefit from a "Saver's Credit" in 2024.
The Saver's Credit allows individuals to... More
Commercial annuities are considered by many to be safe investments for individuals looking to secure a consistent source of income over extended periods, notably during retirement. A commercial... More
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Mercy Health Foundation and its affiliates do not provide tax, accounting, or legal advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, accounting, or legal advice. Please consult your own tax, accounting, and legal advisors before taking any action that would have tax consequences.
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.