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

Stock Unitrust Payouts to Donors
Jim Thompson, a retired engineer, and his wife Janet Thompson, a retired nurse, are considering funding a term-of-years charitable remainder unitrust (CRUT) to benefit their favorite charity. Their...

Learn More

Private Letter Ruling

Extension for Portability Election Granted
Decedent was survived by Spouse. Based on the value of Decedent’s gross estate and taxable gifts, it was represented that Decedent’s estate (Estate) was not required to file Form 706, U.S....

Learn More

Article of the Month

Substantiation of Charitable Gifts of Art Part One
Donating a work of art to a charitable organization can be a meaningful way to align an individual's passion for art and culture with their philanthropic goals. Charitable gifts of art can offer...

Learn More

Washington News

IRS Chatbots Help 13 Million Taxpayers
In IR-2023-178 the Internal Revenue Service (IRS) announced the use of expanded chatbot technology. Chatbots are computers using artificial intelligence (AI) to answer taxpayer questions. The new...

Learn More