Impact our future:
Make sure that home is a safe place for every child.

Create a lasting legacy to prevent the negative effects of childhood trauma.
Help CALM build resilient communities through strategic partnerships.
Find peace of mind through a variety of giving options and increased tax benefits of Planning Forward in 2020.

Planned Giving

For Advisors

Friday July 10, 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. More		Washington News IRS Tax Filing Date Will Be July 15 In IR–2020–134, the Service announced that taxes must be paid by July 15, 2020. While there had been discussion about delaying tax filing and payments, the IRS confirmed the July 15 date for 2019 tax returns. This date was extended from the normal April 15 filing date due to COVID–19. Taxpayers should pay their taxes and file by July 15. If they are not prepared to file, taxpayers may file IRS Form 4868 to obtain an automatic extension until October 15, 2020. Everyone who owes tax should pay the proper amount by July 15, regardless of whether they have obtained an extension. If a taxpayer cannot pay the full amount of his or her tax bill, there are several options to consider. IRS Commissioner... More
GiftLaw Pro Charitable Tax Reference GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website... More	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... View Presentation
Case of the Week Living on the Edge, Part 6 Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since her... More	Private Letter Ruling Scholarship Procedures Approved Private Foundation (Foundation) requested advance approval of its scholarship program under Sec. 4945(g). The purpose of the program is to provide funding for the daughters of agricultural workers in... More	Article of the Month Charitable Lead Trusts in a Low Interest Rate Environment Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high-net-worth individuals. Lead trusts often involve significant legal and administrative costs and are... More

Let us help you
with your gift plans

Resources for Professional Advisors

1236 Chapala St.
Santa Barbara, CA 93101
(805) 206-8663
TAX ID#: 23-7097910

© Copyright 2020 Crescendo Interactive, Inc. All Rights Reserved.
PRIVACY STATEMENT

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.