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 5

February 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 4

February 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 3

February 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

Avoiding Scammers Who Claim They Are IRS Agents

February 14, 2025
During tax filing season, fraudsters continue to deceive victims into believing they are Internal Revenue Service (IRS) agents. The IRS...

Top Tips for Choosing a Tax Preparer

February 7, 2025
As the tax filing season moves into high gear, the Internal Revenue Service (IRS) reminded taxpayers that a qualified tax...

Top Tax Tips for Easy Filing

January 31, 2025
On January 30, 2025, the Internal Revenue Service (IRS) published six top tips to make filing a 2024 tax return...

All Washington News

Article of the Month

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All Articles of the Month

Private Letter Rulings

Tax-Exempt Status Denied for Union Organization

February 14, 2025
Union Organization (Organization) applied for tax exempt status under Sec. 501(c)(3). Its articles state that it is an association of...

Foundation Granted Additional Time to Sell Excess Business Holdings

February 7, 2025
Organization is tax-exempt under Sec. 501(a), as an organization described in Sec. 501(c)(3) and classified as a private foundation under...

NIL Nonprofit Denied Exempt Status

January 31, 2025
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it is a nonprofit corporation whose purpose is to...

All Private Letter Rulings

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