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.
Case of the Week
Barbara Banker's Youth Center
April 18, 2025
Barbara Banker started with nothing. She lived in a midsized town and worked in the local hardware store. The store...
IRA Gift To Unitrust, Part 12
April 11, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...
IRA to Gift Annuity, Part 11
April 4, 2025
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...
Washington News
Tax Deadline - eFile or Request Extension
April 11, 2025
The April 15 tax deadline is rapidly approaching. The Internal Revenue Service (IRS) reminds taxpayers they should promptly file their...
Tax Payment Plan Options
April 4, 2025
The Internal Revenue Service (IRS) reminds Taxpayers that the April 15 deadline is quickly approaching. If you are not in...
Correct Tax Returns Speed Up Refunds
March 28, 2025
On March 24, 2025, the Internal Revenue Service (IRS) reminded taxpayers that they can improve the probability of a prompt...
Article of the Month
Charitable Gifts of Vehicles
April 1, 2025
Donating a vehicle, including cars, trucks, motorcycles, airplanes and boats, can be a generous way to support a cause while...
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...
