For Advisors

Sunday January 21, 2018

Enewsletter Sign Up

Sign up for our enewsletter featuring the latest news from Washington, tax law updates, PLRs, Case Studies....

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

California Mudslide Relief
At 3:30 AM on January 9, an intense rainstorm dropped ½ inch of rain in five minutes just east of Santa Barbara, California. The hillsides north...

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

LoBank Directors Vote to Sell
Barbara Banker started with nothing. She did not own a bank, nor did she have anything to place in the bank. Barbara lived in a midsized town and...

Private Letter Ruling

Extension Granted to Allocate GSTT Exemption
Husband and Wife established irrevocable Trusts 1 and 2 primarily for the benefit of their children. While the Trusts had generation skipping transfer...

Article of the Month

Tax Cuts and Jobs Act
On December 22, 2017, the Tax Cuts and Jobs Act (TCJA) was enacted. The White House and Congress had three goals. First, they wanted to simplify the...

scriptsknown