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For Advisors

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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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
Each April the nonpartisan Tax Foundation publishes the Tax Freedom Day.  For 2014, Tax Freedom Day will be April 21.  This is three days later than the April 18 Tax...
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Case of the Week
Several years ago Mother and Father built a very unique home on 45 acres of beautiful rolling hills and woods.  Father passed away three years ago and Mother now solely...
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Private Letter Ruling
Foundation is a tax-exempt organization under Sec. 501(c)(3) classified as a private foundation under Sec. 509(a). Foundation’s founders transferred 5.5% of...
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Article of the Month
"How can I be sure the real estate sale will be done properly?" Donors have been asking this question for many years. If a property is transferred into a...
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