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

Lucy Lindstrom's "Northern Long Shot" Charity Diversifies

December 20, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...

Lucy Lindstrom's "Northern Long Shot" Foundation

December 13, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...

Lucky Lucy Lindstrom's "Hurricane Grants" Charity

December 6, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...

All Cases of the Week

Washington News

Business, Medical and Charitable Mileage Rates in 2025

December 20, 2024
On December 19, 2024, the Internal Revenue Service (IRS) published the standard mileage rates for 2025. The business use rate...

Strong Passwords Can Protect Data from Identity Thieves

December 13, 2024
The holiday season is a prime time for identity thieves to target victims. With the growth of online shopping, millions...

Deadline for IRA Required Minimum Distributions

December 6, 2024
December is an important month for IRA and 401(k) owners who are over age 73. The Internal Revenue Service (IRS)...

All Washington News

Article of the Month

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Private Letter Rulings

Amendment to CRUT Terms is Approved

December 20, 2024
A and B executed a trust (Trust) that intended to qualify as a charitable remainder unitrust under Sec. 664(d)(2). The...

Extension for Portability Election Granted

December 13, 2024
Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent’s estate (Estate) was not required to file Form...

Business Group Denied Tax-Exempt Status

December 6, 2024
Organization applied for tax exempt status under Sec. 501(c)(3). Organization’s primary purpose as a business association is to support local...

All Private Letter Rulings