For Advisors
Thursday June 18, 2026
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 |
Washington News
The Internal Revenue Service (IRS) and Security Summit partners recently announced a significant restructuring of their long-standing public-private partnership. The Security Summit brings together the IRS, state tax agencies, tax software providers, tax professionals and other industry participants to coordinate efforts to protect taxpayers from identity theft and fraud.
According to the IRS, the partnership has helped prevent billions of dollars in fraudulent refunds and protected millions of taxpayers from identity theft. The restructuring involves the creation of five new work groups that focus on the entire tax compliance lifecycle: pre-filing, forecasting, preventing, detecting and reporting and...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
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl’s passion was real estate and he was very successful in his...More |
Private Letter Ruling
Foundation is tax-exempt under Sec. 501(c)(3) and a private foundation under Sec. 509(a). Foundation requested approval to set aside funds to restore a historic property that is listed on the National...More |
Article of the Month
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement, the donor contributes...More |
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