For Advisors

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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In IR-2022-8, the Internal Revenue Service announced that tax season will start on Monday, January 24, 2022. On that date, the IRS will begin to accept and process tax returns. The delay is needed in order to program and test the IRS computers, which are being updated to ensure calculation of the proper Child Tax Credit and Recovery Rebate Credit. IRS Commissioner Chuck Rettig stated, "Planning for the nation's filing season process is a massive undertaking and IRS teams have been working nonstop these past several months...
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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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Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. Karl's passion was real estate, and he was very successful in his...
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Organization requested and was recognized as exempt from federal income tax under Sec. 501(c)(4). Organization was incorporated to function as a homeowners' association. Organization's Articles of...
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Organization requested and was recognized as exempt from federal income tax under Sec. 501(c)(4). Organization was incorporated to function as a homeowners' association. Organization's Articles of...
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Retirement assets can be an excellent source of gifts to charity with favorable income tax results for the donor. Lifetime gifts of IRA funds may be especially valuable when donors are approaching or...
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