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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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
In IR–2020–145, the Service encouraged taxpayers to remember the July 15 tax-filing deadline. With the impact of the coronavirus on all Americans, the IRS changed...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 was incorporated as a tax-exempt organization under Sec. 501(c)(3). Later, the Service requested information regarding Organization's exempt activities....MORE
Article of the Month
Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high-net-worth individuals. Lead trusts often involve significant legal and...MORE