For Advisors

Thursday September 23, 2021

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.
More
GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More
Case of the Week
Several years ago Martha and Frank built a very unique home on 45 acres of beautiful rolling hills and woods. Frank passed away three years ago, and Martha now solely owns the 45-acre parcel and...
More
Washington News
On September 15, 2021, the Internal Revenue Service sent out the third set of Advance Child Tax Credit (ACTC) payments. Over 35 million families received a total of approximately $15 billion in...
More
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 is tax-exempt under Sec. 501(c)(3) and a private foundation under Sec. 509(a). Foundation requested approval to set aside funds as a grant to a public tax-exempt charity (Charity). Charity...
More
Article of the Month
A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A beneficiary designation is...
More

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
Plan Now

Free Wills Guide

Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide.
Request Now

E-newsletter Sign Up

Please click on the link below to register for our weekly e-newsletter.
Sign up

scriptsknown