For Advisors
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.
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.
MORE
MORE
Washington News
The Social Security Administration has announced a 5.9% increase in benefits for 2022. This is a dramatic change over the 1.3% increase for 2021. During the past decade, the...Read more »
Case of the Week
Grizzly Gordon grew up in the Big Sky country. He loves the mountain and plain vistas of this beautiful ranching country.
Grizzly is now 72. He decides that perhaps it's...Read more »
Private Letter Ruling
Foundation is classified as a Sec. 509(a) private foundation. Foundation received a large bequest of Company's capital stock from Trust. As a result of the bequest, Foundation...Read more »
Article of the Month
A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A...Read more »
