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
As recovery efforts continue in Florida and Georgia for the devastated areas affected by Hurricane Irma, the IRS has expanded its relief plans. In IR-2017-155, 156 and 157,...MORE
Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered...MORE
Private Letter Ruling
Organization applied for tax exempt status under Sec. 501(c)(3). Organization's Articles of Incorporation state that it was organized exclusively for charitable, educational...MORE
Article of the Month
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a...MORE