Professional 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.

GiftLaw Pro (Charitable Tax Reference)
Our charitable tax reference service features detailed information on gift and estate planning strategies. It includes links to relevant Internal Revenue code sections, regulations, rulings, cases and more.

Calculate Your Deduction
Our calculators generate printable presentations for your deductions and are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts.

Case of the Week
Barbara Banker's LoBank Letter of Intent
April 25, 2025
Barbara Banker started with nothing. She lived in a mid-sized town and worked in the local hardware store. The store...
Barbara Banker's Youth Center
April 18, 2025
Barbara Banker started with nothing. She lived in a midsized town and worked in the local hardware store. The store...
IRA Gift To Unitrust, Part 12
April 11, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...

Washington News
Benefit in 2025 With an IRA Charitable Rollover
April 25, 2025
Each year, traditional IRA owners aged 73 and older must take a required minimum distribution (RMD). In nearly all cases...
Late Filer Penalty Relief
April 18, 2025
On April 16, 2025, the Internal Revenue Service (IRS) explained the penalty relief options for taxpayers who missed the filing...
Tax Deadline - eFile or Request Extension
April 11, 2025
The April 15 tax deadline is rapidly approaching. The Internal Revenue Service (IRS) reminds taxpayers they should promptly file their...

Article of the Month
Charitable Gifts of Vehicles
April 1, 2025
Donating a vehicle, including cars, trucks, motorcycles, airplanes and boats, can be a generous way to support a cause while...
Artificial Intelligence in Charitable Giving
March 1, 2025
As philanthropy evolves, so do the tools used to help secure charitable donations. Artificial intelligence has received immense attention over...
Unitrusts - Farms and Crops
February 1, 2025
The United States agriculture and food industry supported over 34 million domestic jobs and contributed $1.53 trillion to the economy...
Private Letter Rulings
Group Denied Tax Exemption for Founder's Heart Transplant
April 25, 2025
Organization applied for tax exempt status under Sec. 501(c)(3). Organization’s primary purpose is to raise funds to support a heart...
Cryptocurrency Organization Denied Exempt Status
April 18, 2025
Organization applied for tax exempt status under Sec. 501(c)(3). Organization is a digital assets organization formed to build and maintain...
Foundation's Set-Aside Approved
April 11, 2025
Foundation is tax-exempt under Sec. 501(c)(3) and a private foundation under Sec. 509(a). Foundation requested approval to set aside funds...