For Advisors

Tuesday August 30, 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 and began... Read More

Private Letter Ruling
Organization is a tax exempt organization under Sec. 501(c)(3) organized for the purpose of preserving and protecting the environment. In furtherance of its purpose, Organization provides... Read More
Washington News
IRS agents regularly meet with taxpayers for audits and tax enforcement actions. While IRS agents are not normally popular with the public, the large number of IRS impersonation scams is creating a... Read More
Article of the Month
Introduction Charitable gift annuities (CGAs) can provide reliable, fixed payments for the beneficiary (often referred to as an annuitant). A CGA is typically established to make payments to a single... Read More
scriptsknown