Planned Giving

Your act of generosity, our longevity

With planned giving, you can provide long-lasting support for the Memphis Jewish community while enjoying financial benefits for yourself.

For Advisors

Tuesday August 21, 2018

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.
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Large Tax Refund in 2017 - Check your Withholding
Washington News
In IR-2018-163, the Service explained that taxpayers who received large 2017 refunds may be able to reduce their withholding amounts for 2018. Seven out of ten taxpayers in 2017 received a refund of $2,800 or more. These taxpayers should learn how the changes in tax law due to the Tax Cuts and Jobs Act (TCJA) changes will likely affect their 2018 taxes. Many taxpayers can lower their withholding and increase take-home pay. There are several changes made by the TCJA that may impact 2018 income tax returns. Many Americans will enjoy reduced tax rates or may be in a lower tax bracket. The favorable changes under the TCJA included lower tax rates and brackets, nearly double the standard deduction for married couples filing jointly and single individuals and a large increase in...
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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...
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Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor...
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Private Letter Ruling
Decedent passed away leaving Surviving Spouse. Decedent's residuary estate passed to Trust, including various assets and an IRA, with Surviving Spouse as beneficiary. Trust's provisions stated the...
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Article of the Month
Savings bonds and commercial annuities are considered by many to be very safe investments for individuals. Investors enjoy the guaranteed return these assets offer. Many individuals are concerned that...
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