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For Advisors

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. To view a list of the Foundation's Legal and Tax Panel, click here.
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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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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
In IR-2019-1, the Service stated it would open the tax-filing season on January 28, 2019. With the continuing government shutdown, many CPAs and tax preparers were concerned...
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Case of the Week
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. George was a diligent student and was determined to become a...
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Private Letter Ruling
Private Foundation (Foundation) was created by Husband (H) and Wife (W). H and W were the only contributors to Foundation. H's contributions exceeded $5,000 and 2% of the...
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Article of the Month
Traditional IRAs are funded with pretax dollars and grow tax free. Many traditional IRAs are created through rollovers of other types of qualified plans at retirement. The...
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