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
Wild Bill Russell's Art Gift
August 2, 2024
Bill grew up in the Great Plains. During his youth, he was a rodeo bull rider and gained fame as...
LoBank Shareholders Vote to Sell
July 26, 2024
Barbara Banker started with nothing. She lived in a midsized town and worked in the local hardware store. The store...
LoBank Directors Vote to Sell
July 19, 2024
Barbara Banker started with nothing. She lived in a midsized town and worked in the local hardware store. The store...

Washington News
Protect Your Clients & Yourself with IP PINs
August 2, 2024
The Internal Revenue Service (IRS) Security Summit partners reminded taxpayers they can be protected against tax-related identity theft with an...
Identity Theft Red Flags
July 26, 2024
In a special series, the Internal Revenue Service (IRS) and its Security Partners have published several articles to assist tax...
Phishing, Spear Phishing and Whaling
July 19, 2024
The Internal Revenue Service (IRS) is conducting Nationwide Tax Forums sponsored by the Security Summit in five different cities this...
Private Letter Rulings
Software Company Denied Exemption
August 2, 2024
Organization applied for exempt status under Sec. 501(c)(3). Organization's articles of incorporation state that its purpose is to develop, promote...
Extension for Portability Election Granted
July 26, 2024
Decedent died and was survived by Spouse. Decedent's estate (Estate) was not required under Sec. 6018(a) to file an estate...
Art Organization's Grant Procedures Approved
July 19, 2024
Foundation plans to operate a grant program for visual artists whose art careers have been delayed due to significant life...