For Advisors

Friday December 2, 2016

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
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Case of the Week
Bill Russell grew up on the great plains. During his youth, he was a rodeo bull rider and gained fame as "Wild Bill" for his daring exploits. But Wild Bill was an artist at heart and soon decided to...
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Washington News
The Treasury Inspector General for Tax Administration (TIGTA) reported good news on the federal government's efforts to combat tax fraud. On October 27, the US published indictments for more than 50...
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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...
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Private Letter Ruling
Decedent died on Date 1, survived by Spouse. In order for Spouse to obtain the benefit of portability of Decedent's deceased spouse unused exclusion (DSUE) amount, Decedent's estate was required to...
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Article of the Month
Alongside wills and trusts, beneficiary designations are becoming increasingly popular as part of a complete estate plan. By simply filling out a beneficiary designation form, individuals can bypass...
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