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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.
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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
As the April 15 tax-filing deadline approaches, the IRS published IR-2015-68 to remind taxpayers that it is easy to extend the filing deadline to October 15. There is a Free...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with...
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Private Letter Ruling
ORG applied for exempt status, but did not provide copies of its organizing documents or bylaws. ORG’s purpose is to help students attend N, a small private for-profit...
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Article of the Month
Gifts of tangible property typically fall into one of two categories: real property and tangible personal property (TPP). In most cases, the determination as to whether a gift...
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