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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 eNewsletter 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
Because the House and Senate have not yet passed a budget for the fiscal year starting on October 1, it was necessary to pass a continuing resolution. The House passed the...
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Case of the Week
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. But George was a diligent student and was determined to become...
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Private Letter Ruling
Foundation is a private non-operating foundation under Sec. 509(a) whose mission is to make grants to other Sec. 501(c)(3) organizations. Foundation was created by Grantor,...
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Article of the Month
Recent tax policy discussions in Washington, D.C. have focused on the subject of corporate inversions. This article will discuss the topic of corporate inversions generally,...
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