For Advisors
Sunday September 8, 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. Run charitable deduction calculations for your favorite gift plan...View Presentation |
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Case of the Week
Brandon loves his truck, which he affectionately named “the Beast.” It was a gift for Brandon’s 18th birthday. It is painted bright red and is two tons of metal, muscle and noise....More |
Private Letter Ruling
Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent’s estate (Estate) was not required to file Form 706. Estate represents there was an unused portion of...More |
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Washington News
With the peak hurricane season in September, the Internal Revenue Service reminds taxpayers to protect their tax and financial records.
Between 1851 and 2024, there have been 1,062 hurricanes in the...More |
Article of the Month
There are many advantages to owning a home. Homes often appreciate over the years, providing stable growth and equity ownership. Over time, however, family and financial circumstances change and the...More |
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