For Advisors
Monday December 2, 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
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 began...More |
Private Letter Ruling
Foundation requested advance approval of its educational grant procedures. The grant program’s purpose is to help support entrepreneurs by providing access to non-dilutive capital during the...More |
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Washington News
Each year, the IRS publishes guidance to encourage taxpayers to prepare for the upcoming filing season. Each taxpayer should consider his or her potential credits, deductions and tax...More |
Article of the Month
For individuals at various stages of their careers, retirement planning is an important topic of interest. For those who are charitably minded, charitable gift annuities (CGAs) can serve as a valuable...More |
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