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For Advisors

Friday June 22, 2018

Advisor Resources
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
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
Deduction Calculator
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...
View Presentation
Washington News
With passage of the Tax Cuts and Jobs Act, most Americans will experience a change in the amount of tax due. Many taxpayers will have lower taxes due to the higher standard deduction and increased child credit amount. Some upper-income taxpayers...
More
Article of the Month
Intellectual property assets are intangible products or creations of the mind that may receive protection under the law. The most common types of...
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Case of the Week
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's eighteenth birthday. It is painted bright...
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Private Letter Ruling
Foundation, a private foundation under Sec. 509(a), requested advanced approval of a set-aside program under Sec. 4942(g)(2). Foundation plans to...
More
Case of the Week
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's eighteenth birthday. It is painted bright...
More
Private Letter Ruling
Foundation, a private foundation under Sec. 509(a), requested advanced approval of a set-aside program under Sec. 4942(g)(2). Foundation plans to...
More
Washington News
With passage of the Tax Cuts and Jobs Act, most Americans will experience a change in the amount of tax due. Many taxpayers will have lower taxes due to the higher standard deduction and increased child credit amount. Some upper-income taxpayers...
More
Article of the Month
Intellectual property assets are intangible products or creations of the mind that may receive protection under the law. The most common types of...
More
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