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

Exit Strategies for Real Estate Investors, Part 12

February 23, 2024
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...

Exit Strategies for Real Estate Investors, Part 11

February 16, 2024
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...

Exit Strategies for Real Estate Investors, Part 10

February 9, 2024
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...

All Cases of the Week

Washington News

Rising Traffic on IRS Website

February 23, 2024
Even though the 2024 filing season started a week later than normal, the IRS reports that website visits have increased...

Peak IRS Phone Support After Presidents Day

February 16, 2024
The Internal Revenue Service (IRS) 2024 filing season is now in full swing. The IRS encourages taxpayers to use online...

Initial Rollout of IRS Direct-File Pilot

February 9, 2024
The Direct-File program allowed about a dozen IRS employees to file their tax returns using the new software...

All Washington News

Article of the Month

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Private Letter Rulings

Extension Approved for Portability Election

February 23, 2024
Decedent died and was survived by Spouse. Decedent’s estate (Estate) was not required to file an estate tax return, Form...

Competitive Cooking Organization's Exempt Status Goes Up in Flames

February 16, 2024
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is organized and operated to participate in cook-offs...

Foundation's Contingent Set-Aside Approved

February 9, 2024
Foundation is a nonexempt charitable trust under Sec. 4947(a)(2) and a private foundation under Sec. 509(a). Pursuant to the terms...

All Private Letter Rulings

Your Act of Generosity, Our Longevity