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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 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
During the recent filing season for 2014 tax returns, IRS Commissioner John Koskinen reported a substantial reduction in IRS phone support. Because of IRS staff reductions,...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with...
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Private Letter Ruling
Grantor established an irrevocable trust (Trust) in State prior to September 25, 1985 and then passed away. No additions have been made to the trust since it was funded. The...
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Article of the Month
Gifts of tangible property typically fall into one of two categories: real property and tangible personal property (TPP). In most cases, the determination as to whether a gift...
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