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
In IR–2020–160, the Internal Revenue Service announced the annual "Dirty Dozen" list of tax scams. Each year, the Service warns taxpayers about criminals...MORE
Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea he touched turned to gold. By far, Karl was most successful with real...MORE
Private Letter Ruling
Organization requests recognition of exemption from federal income tax under Sec. 501(c)(4). Organization was incorporated to negotiate and contract umpiring services for its...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