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
As taxpayers gather their W-2s, Forms 1099, charitable gift receipts and other financial information, tax filing season is now in full gear. In IR-2019-9, the IRS cautioned...MORE
Case of the Week
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property overlooking the crashing waves of the...MORE
Private Letter Ruling
Decedent was married to Taxpayer. Decedent was over the age of 70½ when he passed away. Decedent was survived by Taxpayer, Son, Grandchild A and Grandchild B. Decedent...MORE
Article of the Month
Philanthropically motivated individuals increasingly understand the value of gifting appreciated real estate to charity. Donors are often able to claim a deduction for the...MORE