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
In IR-2018-86, the Service offered 10 tips for avoiding "common tax return filing mistakes," as the April 17 tax return deadline approaches. These apply especially...MORE
Case of the Week
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 most successful with...MORE
Private Letter Ruling
Organization was incorporated in state C on date B. Organization's Certificate of Incorporation states that it is organized exclusively for charitable and educational purposes...MORE
Article of the Month
Many clients seek guidance from professional advisors regarding retirement, investments, tax planning and charitable giving. These clients are often concerned with maintaining...MORE