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For Advisors

Saturday January 16, 2021

Advisor Resources
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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GiftLaw Pro
Charitable Tax Reference
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Case of the Week
Stock Unitrust Payouts to Donors
Jim Thompson, a retired engineer, and his wife Janet Thompson, a retired nurse, are currently considering funding a term charitable remainder unitrust with the Americans for the Arts charity....
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Washington News
IRS FAQ on Economic Impact Payments
As millions of direct deposits, paper checks and debit cards are being issued to individuals, the IRS published frequently asked questions (FAQs) on IRS.gov. The second round of Economic Impact...
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Deduction Calculator
Deduction Calculator
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
Private Letter Ruling
Foundation's Set-Aside Approved
Foundation, a private foundation, requested approval of a set-aside for current construction projects. Foundation's purpose is to operate and fund educational programs for schools and the general...
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Article of the Month
Charitable Gifts of Real Estate - Part IV
For many donors, the most significant part of their net worth is real estate. Thus, donors regularly make real estate charitable gifts. As a general rule, many charities prefer gifts of cash, stocks...
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