For Advisors

Advisor Resources
The Community College Foundation at Lake Region State College has partnered with a third party planned giving vendor to provide professional advisors with current and useful gift planning resources. Within this link you will find a complete tax update service designed for CPAs attorneys, CLUs, CFPs ChFCs trust officers and other professionals. This service is offered free of charge through the Lake Region State College website in the "Alumni & Foundation" tab. Staff of the Foundation and these resources are available to assist you as you develop clear and understandable gift illustrations for your clients.
MORE
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
MORE
Gift 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
Washington News
This week the IRS published five "Dirty Dozen" list warnings. Each year, the IRS highlights various tax scams. This education helps taxpayers avoid tax trouble by...
MORE
Case of the Week
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...
MORE
Private Letter Ruling
Organization applied for tax-exempt status under Sec. 501(c)(3). Organization stated that it is organized and operates for the purpose of fostering national or international...
MORE
Article of the Month
Introduction Alongside wills and trusts, beneficiary designations are becoming increasingly popular as part of a complete estate plan. By simply filling out a beneficiary...
MORE
scriptsknown

  facebook_social_media_icon twitter_social_media_icon LinkedIn_social_media_icon    We. Change. Lives.