For Advisors

<!--cres_news_box_advisor_spotlight-Title-->
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professionals. The GiftLaw services are made available to all advisors at no cost. We are happy to assist you in providing clients with clear and understandable gift illustrations.
<!--cres_news_box_glaw_calc-Title-->
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.
MORE
<!--cres_news_box_glaw_newsletter-Title-->
Our advisor eNewsletter features the latest news from Washington, tax law updates, PLRs, case studies and timely articles. It is available to you at no cost or obligation.
MORE
Washington News
The IRS announced this week it is continuing to develop web "bots" and using new computer tools to help alleviate the shortage of staff to answer taxpayer phone...
MORE
Case of the Week
Bill and Clara Swenson consider themselves very fortunate. Bill attended high school and State College in Northern Minnesota. After he received a business degree, Bill moved...
MORE
Private Letter Ruling
A vintage car racing club (Organization) requested recognition of exemption under Section 501(c)(3). Organization's stated purpose is to foster national or international...
MORE
Article of the Month
A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A...
MORE
scriptsknown