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Office of Gift Planning
Bradley University
1501 W. Bradley Avenue
Peoria, IL 61625
309-677-3160
jheuser@bradley.edu
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Monday February 19, 2018

For Advisors

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. Please contact our Office of Gift Planning, Jake Heuser, at jheuser@bradley.edu or at 309-677-3160.
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
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Exit Strategies for Real Estate Investors, Part 1
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was...
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Service Grants GSTT Allocation Extension
Decedent established Trust for the benefit of Decedent's children and their descendants in Year 1, which was prior to December 31, 2000. Decedent...
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Tax Filing Season Opens Door to New Scam
As the tax filing season moves into high gear, tax scammers continue to develop new strategies. In IR-2018-27, the Service explained the latest tax scam. Because it is difficult for IRS software to discover scams using actual taxpayer data, the tax scammers have developed a new concept. The tax scammer starts by acquiring your normal tax return information — your name, Social Security Number, typical deductions, filing status and bank account numbers. In some cases, the tax scammer steals this information by hacking into your tax preparer's computer network. After stealing your
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Charitable Giving Strategies for Business Ownership Interests - Part III
Many entrepreneurs and investors have accumulated substantial net worth through their business and investment holdings. For years, these individuals...
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