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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.
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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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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.
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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,...
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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...
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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...
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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...
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