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Advisor Resources
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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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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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
In IR–2020–134, the Service announced that taxes must be paid by July 15, 2020. While there had been discussion about delaying tax filing and payments, the IRS...
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Case of the Week
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property that overlooks the crashing waves of...
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Private Letter Ruling
Private Foundation (Foundation) requested advance approval of its scholarship program under Sec. 4945(g). The purpose of the program is to provide funding for the daughters of...
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Article of the Month
Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high-net-worth individuals. Lead trusts often involve significant legal and...
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