For Advisors

Tuesday March 20, 2018

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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.

Washington News

Securing Your Personal Data
In IR-2018-51, the Service offered tips for data security. Because all taxpayers and professional advisors have data stored on personal and network...

GiftLaw Pro

Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...

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...

Case of the Week

Exit Strategies for Real Estate Investors, Part 5
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl was...

Private Letter Ruling

Service Approves Foundation's Grants
Private Foundation requested advanced approval of its educational grants. Private Foundation plans to operate an educational grant program for...

Article of the Month

Strategies for IRA Distributions to Family and Charity
According to data collected by the Investment Company Institute, Americans held $7.9 trillion in IRAs by the end of 2016, making IRAs the largest pool...