For Advisors
Friday March 29, 2024
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.More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...View Presentation |
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Case of the Week
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl's passion was real estate and he was very successful in his...More |
Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(3). Organization's Articles of Incorporation state that it was formed for the purpose of engaging in any lawful activity which corporations can...More |
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Washington News
On March 18, 2024, the Internal Revenue Service (IRS) reminded taxpayers that the April 15 filing deadline is quickly approaching. To assist taxpayers, the IRS offered ten tips to help avoid tax...More |
Article of the Month
Employee Stock Ownership Plans (ESOPs) are innovative and flexible financial instruments that allow employees to have a stake in the ownership of their company. While ESOPs are often associated with...More |
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