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 2003, the U.S. Senate passed a resolution establishing October as National Work and Family Month. In support of military families, the IRS published IR-2019-169 to explain...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 requested exempt status under Sec. 501(c)(3) by submitting Form 1023-EZ. Organization’s organizing document limits its purposes to one or more exempt...MORE
Article of the Month
Author: A. Charles Schultz, JD, AEP®
"It is tough to make predictions, especially about the future."
Yogi Berra,...MORE