For Advisors

Wednesday June 3, 2020

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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Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...

Read More

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

Living on the Edge, Part 1
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since her...

Read More
Private Letter Ruling

Retail Organization Seeking Exempt Status Denied
Organization was incorporated in C and authorized to issue shares of common stock. Organization converted to a non-profit corporation and cancelled the shares of stock. Organization's amended articles...

Read More
Washington News

Economic Impact Payment Debit Cards Mailed Soon
The Coronavirus Aid, Relief, and Economic Security Act authorizes the IRS to send payments to approximately 160 million taxpayers. The payments are up to $1,200 for individuals and $2,400 for married...

Read More
Article of the Month
Electing the Rate of the Month, Part II
The field of planned giving includes a variety of gift options. While bequests remain the simplest and most popular planned giving solution, many donors prefer to explore other opportunities....

Read More

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.

Read More

Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...

Read More

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

Living on the Edge, Part 1
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since her...

Read More
Private Letter Ruling

Retail Organization Seeking Exempt Status Denied
Organization was incorporated in C and authorized to issue shares of common stock. Organization converted to a non-profit corporation and cancelled the shares of stock. Organization's amended articles...

Read More
Washington News

Economic Impact Payment Debit Cards Mailed Soon
The Coronavirus Aid, Relief, and Economic Security Act authorizes the IRS to send payments to approximately 160 million taxpayers. The payments are up to $1,200 for individuals and $2,400 for married...

Read More
Article of the Month
Electing the Rate of the Month, Part II
The field of planned giving includes a variety of gift options. While bequests remain the simplest and most popular planned giving solution, many donors prefer to explore other opportunities....

Read More
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