For Advisors

Sunday June 7, 2020

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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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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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Case of the Week
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property overlooking the crashing waves of the Pacific. Since her home...
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Private Letter Ruling
Grantor passed away on Date X. Grantor’s will established a charitable lead annuity trust (CLAT) with Surviving Spouse as Trustee. The CLAT paid an annuity to Charity. Charity divided into...
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Washington News
By June 3, 2020, the IRS had distributed 159 million Economic Impact Payments. The total value of these payments to Americans is $267 billion. IRS Commissioner Chuck Rettig stated, “IRS...
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Article of the Month
The field of planned giving includes a variety of gift options. While bequests remain the simplest and most popular planned giving solution, many donors prefer to explore other opportunities....
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