Professional 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.

GiftLaw Pro (Charitable Tax Reference)
Our charitable tax reference service features detailed information on gift and estate planning strategies. It includes links to relevant Internal Revenue code sections, regulations, rulings, cases and more.

Calculate Your Deduction
Our calculators generate printable presentations for your deductions and are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts.

Case of the Week
Gifts from IRAs, Part 8
March 14, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...
Gifts from IRAs, Part 7
March 7, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...
Gifts from IRAs, Part 6
February 28, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...

Washington News
Avoid the Top Tax Return Errors
March 7, 2025
The Internal Revenue Service (IRS) reports that many taxpayers make simple errors on their returns. While those who file electronic...
Prepare for Natural Disasters in 2025
February 28, 2025
As homeowners view the devastation from the Eaton and Pacific Palisades fires in Southern California, it is a good opportunity...
Tax Tips for Smooth Filing
February 21, 2025
With the 2025 tax season in full motion, the Internal Revenue Service (IRS) published a guide with top tax tips...

Article of the Month
Artificial Intelligence in Charitable Giving
March 1, 2025
As philanthropy evolves, so do the tools used to help secure charitable donations. Artificial intelligence has received immense attention over...
Unitrusts - Farms and Crops
February 1, 2025
The United States agriculture and food industry supported over 34 million domestic jobs and contributed $1.53 trillion to the economy...
Charitable Giving Opportunities in 2025
January 1, 2025
With the start of the new year, it is an excellent time for gift planners, advisors and donors to consider...
Private Letter Rulings
Employer-Related Scholarship Procedures Approved
March 7, 2025
Foundation requested advance approval of its employer-related scholarship procedures under Sec. 4945(g)(1). Approval is requested for a scholarship program for...
Tax-Exempt Status Denied for Software Promoter
February 28, 2025
Organization applied for tax exempt status under Sec. 501(c)(6). Organization’s mission is to promote another organization’s blockchain ecosystem open-source software...
Portability Election Extension Not Granted
February 21, 2025
Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent’s estate (Estate) was not required to file Form...