For Advisors

Wednesday September 28, 2016

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
Organization sought tax-exemption under Sec. 501(c)(3). Organizing documents state Organization's purpose is "to assist adolescent children and families in coping with undiagnosed and/or debilitating... Read More
Washington News
As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan bills. Many Americans have a 401(k) plan. With a traditional 401(k) plan, the... Read More
Article of the Month
The Tax Reform Act of 1969 first established the rules for creating charitable remainder trusts (CRTs), including a required minimum 5% payout each year. The Taxpayer Relief Act of 1997 added two... Read More
scriptsknown