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 Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is the largest boost in six...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...MORE
Private Letter Ruling
Decedent died and was survived by his wife (Taxpayer) and children. Decedent was a state employee and a participant in a state-maintained qualified
retirement plan (the...MORE
Article of the Month
Individuals concerned with tax planning often include charitable giving as an important element of their planning strategies. In addition to the
satisfaction of knowing...MORE