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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
In a letter to House and Senate leaders of the taxwriting committees, CPA Troy Lewis implored Congress to act promptly to pass tax extenders. Lewis, Chair of the American...
Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered...
Private Letter Ruling
A private foundation (Foundation) requested advance approval from the Service for a scholarship program (the Program). The Program is intended to allow individuals the...
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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