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 Bureau of Labor Statistics reported the latest employment data in a news release on September 23, 2020. Unemployment in America rose from 4% in February 2020 to over 14%...MORE
Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real...MORE
Private Letter Ruling
Foundation requests advance approval of its educational scholarship procedures under Sec. 4945(g). Foundation will provide scholarships for education at qualified institutions...MORE
Article of the Month
In order to qualify as a charity under IRS Code Sec. 501(c)(3) and obtain or maintain tax-exempt status, a non-profit organization must serve a "charitable class."...MORE