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
April 18, 2022, was a significant day for over 160 million Americans who filed a 2021 federal income tax return. Collectively, taxpayers spent approximately 2 billion hours...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
Decedent executed a revocable trust that created various trusts. Upon Decedent's passing, the GST Marital Trust and Non-GST Marital Trust were funded to create the least...MORE
Article of the Month
The American Council on Gift Annuities reports that the most popular age for funding an initial gift annuity is mid-70's. Because the Quiet Generation was born during the...MORE