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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
Four presidential candidates advanced specific tax proposals this week. Candidate Hillary Clinton proposed a tax on high-frequency trading. Her campaign published a brief and...
Case of the Week
Barbara Banker started with nothing. She not only did not own a bank, she had nothing to place in the bank. Barbara lived in a midsized town and worked in the local hardware...
Private Letter Ruling
Parent created Trust 1 for Son, which provided net income to Son for life. Trust 1 included certain provisions that would benefit Son’s potential spouse. Son cultivated...
Article of the Month
The American Taxpayer Relief Act of 2012 made permanent a $5 million estate tax exemption (indexed for inflation) and portability of the applicable exclusion amount between...


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