For Advisors

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.

Learn More

GiftLaw Pro

Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...

Learn 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...

Learn More

Case of the Week

Lucky Lucy Pays Tax on "Northern Long Shot" Foundation Income
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...

Learn More

Private Letter Ruling

Tourism Organization's Exempt Status Denied
Organization applied for exempt status under Sec. 501(c)(3). Organization's purpose is hosting events to promote economic development and tourism in a particular city (City). Organization was formed...

Learn More

Article of the Month

Unitrust V - Crops and Other Tangible Personal Property
Charitable solutions can create a steady stream of payments for a donor. Professional advisors may provide guidance on retirement planning, investments, tax strategies and charitable giving. Clients...

Learn More

Washington News

Top Tax Season Scams
On March 21, 2023, the Internal Revenue Service (IRS) published a warning to taxpayers to watch out for scammers using email or text messages. With the tax deadline of April 18 approaching, scammers...

Learn More