For Advisors

Monday September 1, 2014

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
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. But George was a diligent student and was determined to become a successful business...
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Washington News
Burger King, Inc. announced this week that it would acquire the Canadian restaurant chain Tim Hortons, Inc. Following the acquisition, Burger King will move its corporate headquarters to Ontario....
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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
Trust is a qualifying Charitable Remainder Unitrust under Sec. 664 of the Code. As part of its investment strategy, Trust will invest in a number of funds that will be treated as partnerships for tax...
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Article of the Month
Recent tax policy discussions in Washington, D.C. have focused on the subject of corporate inversions. This article will discuss the topic of corporate inversions generally, explain the specifics of...
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