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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 1998, Congress passed the IRS Restructuring and Reform Act, which included a list of ten guidelines to require IRS employees to treat taxpayers fairly. A failure of an...
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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 was originally incorporated and recognized as exempt under Section 501(c)(7) of the Code. Its status was automatically revoked on Date 1. After having its status revoked,...
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Article of the Month
Real estate is an excellent asset to donate to charity. There are a number of planned giving strategies involving real estate that will entitle the donor to a charitable...
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