For Advisors

Tuesday September 1, 2015

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

Deduction Calculator
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
Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and... Read More

Private Letter Ruling
A private foundation (Foundation) intended to establish a scholarship grant program for graduating high school seniors. Any grant paid by a private foundation is considered a taxable expenditure... Read More
Washington News
On August 26, Sen. Kelly Ayotte (R-NH) held a hearing of the Senate Budget Committee in Manchester, New Hampshire. Sen. Ayotte expressed concern about the growth of tax-related identity theft. She... Read More
Article of the Month
On June 8, 2015 the Treasury approved final regulations governing the portability of the unified gift and estate tax applicable exclusion amount. The final regulations replace previously released... Read More
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