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
Gifts from IRAs, Part 5
May 3, 2024
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...
Gifts from IRAs, Part 4
April 26, 2024
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on...
Gifts from IRAs, Part 3
April 19, 2024
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...

Washington News
Prepare For Hurricanes, Wildfires and Tornadoes
May 3, 2024
On May 1, 2024, the Internal Revenue Service (IRS) reminded taxpayers that soon it will be prime season for natural...
Payment Options For Late Tax Filers
April 26, 2024
While over 139 million taxpayer returns were filed this year, there are some individuals who may have neglected to file...
No IRS Victory Lap on Direct File
April 19, 2024
On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the completion of the tax...
Private Letter Rulings
Portability Election Granted
May 3, 2024
Decedent died and was survived by Spouse. Decedent’s estate (Estate) was not required under Sec. 6018(a) to file an estate...
NIL Nonprofit's Exempt Status Denied
April 26, 2024
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is organized and operated to enlist collegiate student...
IRS Approves Scholarship and Grant Procedures
April 19, 2024
Foundation plans to operate a scholarship program and an educational grant program. The scholarships will be for students completing an...