Gift Planning

Immediate Benefits, Lasting Impact

For Advisors

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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.
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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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.
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Washington News
Speaking to the National Society of Accountants (NSA) in Baltimore on August 21, IRS Commissioner John Koskinen warned of future IRS problems. The two primary challenges for...
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Case of the Week
Bill Russell grew up on the Great Plains. During his youth, he was a rodeo bull rider and gained fame as “Wild Bill” for his daring exploits. After a major...
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Private Letter Ruling
Foundation was created through a trust agreement by the Son of Founder A and Founder B (Founders). Under the Founder’s estate plan, the residuary estate of the first...
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Article of the Month
What is virtual currency? Virtual currency is best understood by highlighting the difference between virtual currency and real currency. The term “real currency”...
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