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
As teachers and students prepare to return to school this fall, the Internal Revenue Service reminded educators of the increased expense deduction available in 2022. In...MORE
Case of the Week
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They...MORE
Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(4). Organization is a nonprofit mutual benefit corporation. Organization's Articles of Incorporation state...MORE
Article of the Month
The American Council on Gift Annuities reports that the most popular age for an initial gift annuity is mid-70's. Because the Quiet Generation was born during the Great...MORE