For Advisors
Sunday April 2, 2023
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
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...More |
Private Letter Ruling
Foundation requested advance approval of its employer-related scholarship procedures. The scholarship program will provide one-time grants for the benefit of eligible children or relatives of...More |
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Washington News
On March 28, 2023, the Internal Revenue Service (IRS) published a letter as part of its "Dirty Dozen series" warning taxpayers not to trust tax advice on social media. There are multiple claims on...More |
Article of the Month
Thousands of businesses, small and large, are sold each year. Many of these transactions involve the sale of the controlling interest in Subchapter C corporations. A Subchapter C corporation is taxed...More |
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