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
Lucky Lucy Lindstrom's "Hurricane Grants" Charity
December 6, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...
Lucky Lucy Lindstrom's "No Self-Dealing" Charity
November 29, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...
Lucy Lindstrom's "Ultimate Control" Charity
November 22, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...
Washington News
Deadline for IRA Required Minimum Distributions
December 6, 2024
December is an important month for IRA and 401(k) owners who are over age 73. The Internal Revenue Service (IRS)...
Time to Prepare for Tax Filing
November 29, 2024
Each year, the IRS publishes guidance to encourage taxpayers to prepare for the upcoming filing season. Each taxpayer should consider...
Parents Protect Children and Teens With Good Online Security
November 22, 2024
The Internal Revenue Service (IRS) reminds parents to urge their children and teens to protect personal and financial information. The...
Article of the Month
Retirement Planning with Charitable Gift Annuities, Part II
December 1, 2024
For individuals at various stages of their careers, retirement planning is an important topic of interest. For those who are...
Retirement Planning with Charitable Gift Annuities, Part I
November 1, 2024
For many individuals, at various stages of their careers, retirement planning is an important topic of interest. For those who...
Charitable Gifts of Homes, Part 2
October 1, 2024
There are many advantages to owning a home. Homes often appreciate over the years, providing stable growth and equity ownership...
Private Letter Rulings
Business Group Denied Tax-Exempt Status
December 6, 2024
Organization applied for tax exempt status under Sec. 501(c)(3). Organization’s primary purpose as a business association is to support local...
Educational Grant Procedures Approved
November 29, 2024
Foundation requested advance approval of its educational grant procedures. The grant program’s purpose is to help support entrepreneurs by providing...
Tax-Exempt Status Denied for Dog Training Group
November 22, 2024
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is organized for the training of dogs and...