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.
MORE
MORE
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.
MORE
MORE
Washington News
In IR–2022–16 the Internal Revenue Service (IRS) offered five tips for the filing season that starts on January 24, 2022. The IRS notes this is a year with...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. Karl's passion was real estate, and he was...MORE
Private Letter Ruling
Organization submitted Form 1023-EZ seeking exemption under Sec. 501(c)(3). Organization attested that it is both organized and operated exclusively for a charitable purpose....MORE
Article of the Month
Retirement assets can be an excellent source of gifts to charity with favorable income tax results for the donor. Lifetime gifts of IRA funds may be especially valuable when...MORE