For Advisors
Wednesday April 30, 2025
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
Barbara Banker started with nothing. She lived in a mid-sized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work ethic. When he decided...More |
Private Letter Ruling
Organization applied for tax exempt status under Sec. 501(c)(3). Organization’s primary purpose is to raise funds to support a heart transplant and related expenses for Organization’s...More |
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Washington News
Each year, traditional IRA owners aged 73 and older must take a required minimum distribution (RMD). In nearly all cases, the RMD is calculated using the Uniform Lifetime Table. Under the Uniform...More |
Article of the Month
Donating a vehicle, including cars, trucks, motorcycles, airplanes and boats, can be a generous way to support a cause while also securing a tax benefit. For individuals with tangible assets like a...More |
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