Professional 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.

GiftLaw Pro (Charitable Tax Reference)
Our charitable tax reference service features detailed information on gift and estate planning strategies. It includes links to relevant Internal Revenue code sections, regulations, rulings, cases and more.

Calculate Your Deduction
Our calculators generate printable presentations for your deductions and are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts.

Case of the Week
The Values-Based Lead Trust
September 20, 2024
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. John Powers...
Including Children in Charitable Plans
September 13, 2024
Keith and Karen, ages 75 and 72, own a parcel of undeveloped real estate that they have held since 1979...
The Gas Guzzler's Deduction, Part 3
September 6, 2024
Brandon loves his truck, which he affectionately named “the Beast.” It was a gift for Brandon’s 18th birthday. It is...

Washington News
Benefit in 2024 With An IRA Charitable Rollover
September 20, 2024
Each year, traditional IRA owners of age 73 and older must take a required minimum distribution (RMD). In nearly all...
Enhanced IRS Taxpayer Support
September 13, 2024
On September 6, 2024, Treasury Secretary Janet Yellen spoke to the Internal Revenue Service (IRS) staff in Austin, Texas. Yellen...
September is Peak Hurricane Season
September 6, 2024
With the peak hurricane season in September, the Internal Revenue Service reminds taxpayers to protect their tax and financial records...
Private Letter Rulings
Employer-Related Scholarship Procedures Approved
September 20, 2024
Foundation requested advance approval of its employer-related scholarship procedures. The approval is requested to expand an existing scholarship program that...
Class Reunion Organization Denied Exemption
September 13, 2024
Organization applied for exempt status under Sec. 501(c)(3). Organization’s articles of incorporation state that its purpose is to plan and...
Portability Election Extension Granted
September 6, 2024
Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent’s estate (Estate) was not required to file Form...