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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.
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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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.
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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
The IRS announced this week it is continuing to develop web "bots" and using new computer tools to help alleviate the shortage of staff to answer taxpayer phone...
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Case of the Week
Bill and Clara Swenson consider themselves very fortunate. Bill attended high school and State College in Northern Minnesota. After he received a business degree, Bill moved...
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Private Letter Ruling
A vintage car racing club (Organization) requested recognition of exemption under Section 501(c)(3). Organization's stated purpose is to foster national or international...
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Article of the Month
A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A...
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