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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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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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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
Each year the nonpartisan Tax Foundation publishes Tax Freedom Day. The day reflects the total tax burden of government for the year. For 2017, Tax Freedom Day falls on April...
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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
A private foundation ("Foundation") requested advanced approval of its scholarship procedures. Foundation's objective is to advance health, equity and the quality of...
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Article of the Month
Under Sec. 501(c)(3), tax-exempt organizations must operate primarily for exempt purposes. Reg. 1.501(c)(3)-1(c)(1). This standard is known as the operational test and is...
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