For Advisors
Saturday April 10, 2021
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.More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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 |
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Case of the Week
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin...More |
Private Letter Ruling
Estate requested an extension to make a portability election under IRC Sec. 2010(c)(5)(A) to permit the decedent's surviving spouse to claim the decedent's deceased spousal unused exclusion (DSUE)....More |
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Washington News
On March 31, 2021, the IRS announced that it will automatically process refunds for taxpayers who qualify for the exclusion of up to $10,200 of unemployment compensation benefits.
Due to the COVID-19...More |
Article of the Month
In early 2020, the economy saw a sharp decline as the coronavirus began to spread throughout the United States. Shortly thereafter, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was...More |
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