For Advisors

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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.
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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. It is available to you at no cost or obligation.
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Washington News
In IR-2022-127, the Internal Revenue Service announced it is expanding its voice bot options. The new service is focused on taxpayers who would like to set up or modify a...
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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. Karl's passion was real estate, and he was...
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Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(10). Organization is a membership organization consisting of certified soccer referees. Organization's Articles of...
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Article of the Month
The American Council on Gift Annuities reports that the most popular age for an initial gift annuity is mid-70's. Because the Quiet Generation was born during the Great...
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