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
On November 19, 2021, the Internal Revenue Service announced that National Tax Security Awareness Week will take place from November 29 through December 3, 2021. The IRS...
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Case of the Week
George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His work ethic...
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Private Letter Ruling
Decedent passed away and was survived by Spouse. Decedent's estate (Estate) was not required to file a Form 706 U.S. Estate Tax Return under Sec. 6018(a). Estate represents...
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Article of the Month
Donor advised funds have been around for almost a century. The first donor advised fund (DAF) emerged in the early 1930s. DAFs became more popular and commercialized in the...
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