nav

Maximize your generosity goals

  • Follow Biblical principles and make a difference in people’s lives
  • Benefit yourself, your family, your church and the ministries you love
  • Leverage your generosity during lifetime and for generations to come

For Advisors

Sunday June 24, 2018

Advisor Resources
Advisor Resources
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends of Co:Mission Foundation. 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
ABLE Accounts Enhanced Under TCJA
Washington News
In IR-2018-139, the Service explained the new benefits for people with disabilities who have Achieving a Better Life Experience (ABLE) accounts. ABLE accounts are normally funded by annual gifts up to $15,000. An ABLE account beneficiary is a person who became disabled before age 26. Funds in the ABLE account grow tax-free and may cover qualified disability-related expenses for the beneficiary. Qualified expenses include "housing, education, transportation, health, prevention and wellness, employment training and support, assistive technology and personal support services, and other disability-related expenses." The Tax Cuts and Jobs Act (TCJA) included three new benefits for ABLE account holders. First, if the beneficiary is employed and not covered by a workplace retirement plan, he or she may contribute additional funds, up to the federal poverty limit, to an ABLE...
More
Charitable Tax Reference
GiftLaw Pro
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
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's 18th birthday. It is painted bright red and is two tons of metal, muscle and noise. Indeed,...
More
Private Letter Ruling
Organization received tax exempt status under Sec. 501(c)(7) as a non-profit boating social club. Organization's bylaws state that it was formed to support recreational activities among its members...
More
Article of the Month
Intellectual property assets are intangible products or creations of the mind that may receive protection under the law. The most common types of intellectual property (IP) that a client might...
More
scriptsknown
Scroll to Top