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For Advisors

Wednesday April 21, 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
Gifts from IRAs, Part 5
Quentin Charles Douglas was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin...
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Washington News
Economic Impact Payments for Individuals Experiencing Homelessness
In IR–2021–87, the Internal Revenue Service (IRS) urged advisers and organizations to help people experiencing homelessness benefit from Economic Impact Payments (EIPs). Many individuals...
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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 Scholarships Not Taxable
Foundation requests advance approval of its educational grant procedures under Sec. 4945(g). Foundation will operate a scholarship program. The scholarship program will provide funding to young adults...
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Article of the Month
2021 Charitable Contribution Opportunities
In early 2020, the economy saw a sharp decline as the coronavirus began to spread throughout the United States. Shortly thereafter, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was...
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