For Advisors
Saturday October 5, 2024
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.More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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...View Presentation |
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Case of the Week
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. Powers. When Stacy was born, it was a dream come true for the Powers. The Powers were very affluent, and...More |
Private Letter Ruling
Grantor established irrevocable trusts for the benefit of Grantor’s children. Trust A and Trust B (Trusts) were funded on the same date and are identical, except for the identity of the...More |
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Washington News
October is an excellent month to consider plans for end-of-year charitable gifts. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated land.
1. IRA Charitable...More |
Article of the Month
There are many advantages to owning a home. Homes often appreciate over the years, providing stable growth and equity ownership. Over time, however, family and financial circumstances change, and the...More |
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