For Advisors

Saturday August 17, 2019

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.
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GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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...
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Case of the Week
The Gas Guzzler's Deduction, Part 2
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's 18th birthday. It is painted bright red and is two tons of metal, muscle and noise. Indeed,...
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Private Letter Ruling
Spousal IRA Rollover Approved
Decedent owned IRA D at death. IRA D did not have a designated beneficiary. The custodian of IRA D provides that if there is no designated beneficiary at death, the account balance is payable to...
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Washington News
IRS Reveals Revamped Tax Withholding Tool
For many years, the IRS has offered the "Withholding Calculator," an online tool to assist taxpayers in performing a "Paycheck Checkup." After listening to taxpayer feedback, the IRS has replaced the...
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Article of the Month
Substantiation Requirements for Charitable Contributions, Part IV
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Donors may not understand the specific...
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