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 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...

The Gas Guzzler's Deduction, Part 2

August 30, 2024
Brandon loves his truck, which he nicknamed “the Beast.” It was a gift for Brandon’s 18th birthday. It is painted...

The Gas Guzzler's Deduction, Part 1

August 23, 2024
Brandon Bigtop loves his truck, which he nicknamed “the Beast.” It was a gift for Brandon’s 18th birthday. It is...

All Cases of the Week

Washington News

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...

End-of-Summer Tax Checkup

August 30, 2024
On August 27, the Internal Revenue Service (IRS) reminded taxpayers to use this end-of-summer opportunity to review their withholdings or...

Teachers Return To School and Deduct $300

August 23, 2024
As teachers return to the classroom, the Internal Revenue Service (IRS) reminds educators they should consider the deduction for classroom...

All Washington News

Article of the Month

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All Articles of the Month

Private Letter Rulings

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...

Employee Activity Group's Exempt Status Denied

August 30, 2024
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is organized and operated to bring together employees...

Early Termination of CLAT is Not an Act of Self-Dealing

August 23, 2024
Grantor created a charitable lead annuity trust (CLAT) and was a substantial contributor to the CLAT, making Grantor a disqualified...

All Private Letter Rulings

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