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 9

March 21, 2025
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 8

March 14, 2025
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 7

March 7, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...

All Cases of the Week

Washington News

Avoid Identity Theft During Tax Season

March 21, 2025
During tax season, fraudsters use the latest strategies to steal identities. With the tax filing season in full swing, taxpayers...

Direct File Expands to 25 States

March 14, 2025
The Internal Revenue Service (IRS) recently reminded taxpayers that they can file their 2024 returns at no cost. The IRS...

Avoid the Top Tax Return Errors

March 7, 2025
The Internal Revenue Service (IRS) reports that many taxpayers make simple errors on their returns. While those who file electronic...

All Washington News

Article of the Month

Artificial Intelligence in Charitable Giving

March 1, 2025
As philanthropy evolves, so do the tools used to help secure charitable donations. Artificial intelligence has received immense attention over...

Unitrusts - Farms and Crops

February 1, 2025
The United States agriculture and food industry supported over 34 million domestic jobs and contributed $1.53 trillion to the economy...

Charitable Giving Opportunities in 2025

January 1, 2025
With the start of the new year, it is an excellent time for gift planners, advisors and donors to consider...

All Articles of the Month

Private Letter Rulings

Organization's Exempt Status Revoked

March 21, 2025
Organization previously applied for tax exempt status as a church under IRC section 501(c)(3). Organization’s primary purpose, as stated in...

Community Association Denied Tax-Exempt Status

March 14, 2025
Organization applied for tax exempt status under Sec. 501(c)(3). Organization’s primary purpose as a business association is to support local...

Employer-Related Scholarship Procedures Approved

March 7, 2025
Foundation requested advance approval of its employer-related scholarship procedures under Sec. 4945(g)(1). Approval is requested for a scholarship program for...

All Private Letter Rulings

Impact Our Future Through Gift Planning