Skip to main content

Search
Legacy

Advisor Resources

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.
<!--cres_news_box_glaw_pro-Title-->
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
MORE
<!--cres_news_box_glaw_calc-Title-->
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.
MORE
<!--cres_news_box_glaw_newsletter-Title-->
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.
MORE
Washington News
On September 17, 2020, the IRS published IR–2020–214 and explained the state–by–state breakdown of approximately 8.8 million people who have not yet...
MORE
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 real...
MORE
Private Letter Ruling
Lead Trust is a testamentary charitable lead unitrust. The income interest is distributed each year to a charitable organization and the remainder interest will benefit...
MORE
Article of the Month
In order to qualify as a charity under IRS Code Sec. 501(c)(3) and obtain or maintain tax-exempt status, a non-profit organization must serve a "charitable class."...
MORE
scriptsknown