For Advisors
Saturday November 27, 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
George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His work ethic was quickly recognized by...More |
Private Letter Ruling
Trust was created under Decedent's will and provides that upon the passing of the final income beneficiary, Trust will terminate and distribute part of its assets to Foundation. Foundation is a...More |
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Washington News
On November 17, 2021, the Internal Revenue Service announced that it had launched a new and improved identity verification and sign in process. The new accounts are available on IRS.gov. The new...More |
Article of the Month
Donor advised funds have been around for almost a century. The first donor advised fund (DAF) emerged in the early 1930s. DAFs became more popular and commercialized in the 1990's with the creation of...More |
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