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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.
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.
Washington News
On November 19, House Ways and Means Committee Chairman Kevin Brady (R-TX) publicly stated that he was continuing to negotiate with the hopes of passing permanent tax...
Case of the Week
Don Gregory, 60, is a very control-oriented businessman. In fact, his business philosophy is best summed up as “my way or the highway.” While sometimes difficult...
Private Letter Ruling
Company A was formed following the bankruptcy of its former parent company, Company B. At the time of its bankruptcy, Company B provided an employee benefits plan (the Plan)....
Article of the Month
Web sites, email, social media, online accounts and smartphones – we are surrounded by media. Many Americans have 30 to 80 online accounts with passwords. These may...


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