Welcome. We're glad you're here.

New order form for calendars and journals.

Watch the Zimbabwe Hands-on Kits Receptionvideo.

Print Page share on facebook Tweet this link

Planned Giving

For Advisors

Tuesday December 10, 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.
GiftLaw Pro
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More
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...
View Presentation
Case of the Week
Lucky Lucy Asks If 'Northern Long Shot' Can Lobby
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and...
More
Private Letter Ruling
Portability Election Extension Granted
Decedent died and was survived by Spouse. Decedent’s estate was not required to file an estate tax return per Sec. 6018(a). Decedent’s estate did not require use of the entire applicable...
More
Washington News
Passwords Can Protect Data From Identity Thieves
In IR-2019-196, the Service offered nine tips for password protection. With the growth of online shopping, millions of Americans are potentially exposed to online fraudsters. The first line of defense...
More
Article of the Month
IRS Appraiser Qualifications
The Internal Revenue Service requires donors who claim charitable income tax deductions to substantiate the value of their charitable contributions. Charitable gifts of noncash assets valued in excess...
More
scriptsknown