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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 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
On July 15, 2021, the IRS sent over $15 billion in Advance Child Tax Credit (ACTC) payments. The first set of advanced payments will benefit approximately 35 million families...
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Case of the Week
Harold was a very creative and entrepreneurial person; he acquired many large parcels of property during his career. Many of these properties were developed with either...
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Private Letter Ruling
Organization previously received exempt status under Sec. 501(c)(4) and applied for a change in exempt status to fall under Sec. 501(c)(3). Organization's primary activity is...
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Article of the Month
The popularity of digital assets has grown exponentially over the last decade. Unsurprisingly, the value of many cryptocurrencies has followed suit, gaining enormous market...
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