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

Barbara Banker's LoBank Letter of Intent

July 12, 2024
Barbara Banker started with nothing. She lived in a midsized town and worked in the local hardware store. The store...

Barbara Banker's Youth Center

July 5, 2024
Barbara Banker started with nothing. She lived in a midsized town and worked in the local hardware store. The store...

Gifts from IRAs, Part 13

June 28, 2024
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...

All Cases of the Week

Washington News

Social Media Tax Advice Warning

July 12, 2024
The Internal Revenue Service (IRS) issued a new warning about scams through social media. The IRS has received thousands of...

Top Security Tips for Tax Preparers

July 5, 2024
The Internal Revenue Service (IRS) announced a new campaign aimed at tax preparer security. The campaign is called "Protect Your...

Direct File Improvements Needed

June 28, 2024
The Treasury Inspector General for Tax Administration (TIGTA) has completed an analysis of the IRS Direct File pilot program. The...

All Washington News

Article of the Month

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Private Letter Rulings

Tax-Exempt Status Fizzles for Fireworks Group

July 12, 2024
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is organized for the promotion of fireworks fun...

Scholarship and Grant Procedures Approved

July 5, 2024
Foundation plans to operate two scholarship programs. One scholarship program is for student's tuition at medical schools, and the other...

Extension Approved to Opt Out of GSTT Allocation

June 28, 2024
Donor established an irrevocable trust (Trust) for the benefit of Donor’s children and the children’s issue. Donor hired tax professionals...

All Private Letter Rulings

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