For Advisors
Monday June 24, 2024
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.More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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 |
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Case of the Week
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard...More |
Private Letter Ruling
Decedent created a revocable living trust (Trust) before his death that was treated as a grantor trust under Sec. 676. The terms of Trust state that the residue is to be distributed to a charitable...More |
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Washington News
On June 18, Treasury Secretary Janet Yellen and Senate Finance Committee Chair Ron Wyden (D-OR) announced that the State of Oregon will join Direct File in 2025. The Internal Revenue Service (IRS) has...More |
Article of the Month
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like
tax implications,...More |
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