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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 eNewsletter 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
Following House passage of the Tax Increase Prevention Act of 2014 (H.R. 5771), the bill moved to the Senate. While the Senate was originally expected to pass the bill in the...
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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...
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Private Letter Ruling
Foundation is a private foundation under Sec. 509 and was originally funded by Founder with shares in for-profit Corporation. For the past three years Founder’s brother...
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Article of the Month
A charitable gift of a business interest can make a wonderful gift to charity. At the same time, however, business entities that are subject to pass-through taxation, such as...
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