For Professional Advisors
For Advisors
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.
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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Washington News
During December, the shopping season moves into high gear. Identity thieves are also "shopping for your data" during this busy holiday time.
IRS Commissioner Chuck...MORE
Case of the Week
Bill Russell grew up on the Great Plains. During his youth, he was a rodeo bull rider and gained fame as "Wild Bill" for his daring exploits. But Wild Bill was an...MORE
Private Letter Ruling
Organization is a tax-exempt private foundation. Organization proposed a set-aside program to build an academy to help students similar to the recipients of Scholarship B. The...MORE
Article of the Month
In 2017, approximately 61% of households held an individual retirement account (IRA) or other tax-deferred retirement plan and more than one-third of American households owned...MORE