For Advisors

Friday July 3, 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 and began... Read More

Private Letter Ruling
Org was formed as a for-profit corporation under state law and is seeking exemption under Sec. 501(c)(3). Org’s Articles of Incorporation state that Org is authorized to issue ownership shares.... Read More
Washington News
In a 6-3 decision published on June 25, the Supreme Court upheld the Premium Tax Credit Plan under the Affordable Care Act. The King v. Burwell decision considered the question, “Does the... Read More
Article of the Month
Traditional IRAs pose estate planning challenges for an account owner because at death a traditional IRA is income in respect of a decedent (IRD). As a result, the beneficiary must pay income tax on... Read More
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