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
The IRS reported that delaying the opening of the 2021 tax return filing season has reduced the number of filed and processed tax returns. For the first week of the filing...MORE
Case of the Week
Abigail was a wonderful and spirited 80-year-old woman. Even in her advanced age, she worked in her garden, handled all of her finances and played golf each weekend. In...MORE
Private Letter Ruling
Organization, an unincorporated association, exists to promote a certain model of car (C) through planning events, social gatherings and philanthropy. Organization's Articles...MORE
Article of the Month
For many donors, the most significant part of their net worth is real estate. Thus, donors regularly make real estate charitable gifts. As a general rule, many charities...MORE