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

Stock Unitrust Payouts to Donors

October 4, 2024
Jim Thompson, a retired engineer, and his wife Janet Thompson, a retired nurse, are currently considering funding a term-of-years charitable...

The Values-Based Charitable Remainder Trust

September 27, 2024
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. Powers. When...

The Values-Based Lead Trust

September 20, 2024
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. John Powers...

All Cases of the Week

Washington News

30 Million Potential 2025 Direct File Users

October 4, 2024
The Internal Revenue Service (IRS) announced that there are 24 states participating in the Direct File program for the 2025...

Plan Ahead for End-of-Year Gifts in 2024

September 27, 2024
October is an excellent month to consider plans for end-of-year charitable gifts. These gifts could include an IRA charitable rollover...

Benefit in 2024 With An IRA Charitable Rollover

September 20, 2024
Each year, traditional IRA owners of age 73 and older must take a required minimum distribution (RMD). In nearly all...

All Washington News

Article of the Month

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All Articles of the Month

Private Letter Rulings

Scholarship Organization Denied Exemption

October 4, 2024
Organization applied for exempt status under Sec. 501(c)(3). Organization’s articles of incorporation state that its purpose is to provide scholarship...

Extension to Allocate GSTT Exemption Granted

September 27, 2024
Grantor established irrevocable trusts for the benefit of Grantor’s children. Trust A and Trust B (Trusts) were funded on the...

Employer-Related Scholarship Procedures Approved

September 20, 2024
Foundation requested advance approval of its employer-related scholarship procedures. The approval is requested to expand an existing scholarship program that...

All Private Letter Rulings