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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.
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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.
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Washington News
In IR-2023-174, the Internal Revenue Service (IRS) reminded taxpayers in California, Alabama and Georgia that their tax returns and certain tax payments for 2022 are due on...
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Case of the Week
George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His diligence...
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Private Letter Ruling
Decedents established an irrevocable Trust for the benefit of their grandchildren. In the terms of Trust, a separate trust is established for each of the donor's...
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Article of the Month
Many professional advisors have clients who are real estate investors. Over the years, these investors have purchased and sold properties under Sec. 1031 to defer recognition...
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