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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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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
Summertime IRS Tax Tips
In IR-2019-124, the Service offers helpful tax tips for the summer. During this season, many Americans will get married, buy a home, take a summer job or volunteer and make...
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Case of the Week
Exit Strategies for Real Estate Investors, Part 15
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
GSTT Exemption Allocation Extension Granted
Decedent's will provided for bequests of cash to her grandsons, creating direct generation skipping gifts. The will required the distribution of the residuary of the estate to...
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Article of the Month
Substantiation Requirements for Charitable Contributions, Part III
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand...
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