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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
On May 31 the current bill to provide funding for the Highway Trust Fund will expire. If Congress does not act, hundreds of summer highway construction projects will be...
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Case of the Week
Brandon Bigtop loves his truck, which he affectionately named “the Beast.” It was a gift for Brandon’s eighteenth birthday. It is painted bright red and is...
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Private Letter Ruling
Trust sought tax-exempt status under Sec. 501(c)(3). Trust was organized and operated for the primary purpose of, among others, providing low-income housing and preserving...
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Article of the Month
There are significant tax advantages and great opportunities for individuals who make a planned gift using a farm or farmland. Given that the value of farmland has increased...
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