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
The IRS has moved into the third phase of distribution for the Economic Impact Payments (EIP). Over 140 million payments totaling over $239 billion have been distributed...MORE
Case of the Week
Jim Thompson, a retired engineer, and his wife Janet Thompson, a retired nurse, are currently considering funding a term-of-years charitable remainder unitrust (CRUT) to...MORE
Private Letter Ruling
Private Foundation (Foundation) requested advance approval of its scholarship program under Sec. 4945(g)(1). The purpose of the program is to provide funding for the education...MORE
Article of the Month
The field of planned giving includes a variety of gift options. While bequests remain the simplest and most popular planned giving solution, many donors prefer to explore...MORE