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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
In IR-2015-3, the IRS announced that the 2015 filing season has now opened. Between January 15 and April 15, the IRS expects to receive over 150 million individual tax...
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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 turn to gold. By far, Karl was most successful with real...
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Private Letter Ruling
Org was granted tax-exempt status and had only one individual in charge. An IRS agent (Agent) was tasked with examining the tax-exempt operation of Org. Agent requested copies...
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Article of the Month
With the start of the New Year, it is an excellent time for gift planners, advisors and donors to consider tax planning opportunities for 2015. There now have been two full...
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