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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
With a vote of 227-187, the House passed the Student and Family Tax Simplification Act (H.R. 3393). The bill proposes to combine all of the higher education tax credits into...
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Case of the Week
Will Rogers has been credited with saying "Buy land. They ain't making any more of the stuff." These words were not lost on Edna Appleby. Edna began purchasing...
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Private Letter Ruling
Org is a tax exempt organization under Sec. 501(c)(3) whose purpose is the operation of a museum and research center pertaining to subjects involving outer space. As part of...
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Article of the Month
Charitable Lead Trust Planning for NIIT Individuals with substantial assets may determine that a charitable lead trust will be beneficial in reducing NIIT. For people with...
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