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
Stock Unitrust Payouts to Donors
October 4, 2024
Jim Thompson, a retired engineer, and his wife Janet Thompson, a retired nurse, are currently considering funding a term-of-years charitable...
The Values-Based Charitable Remainder Trust
September 27, 2024
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. Powers. When...
The Values-Based Lead Trust
September 20, 2024
Stacy Powers, age 40, has lived a very privileged life as the only daughter of Dr. and Mrs. John Powers...
Washington News
Plan Ahead for End-of-Year Gifts in 2024
September 27, 2024
October is an excellent month to consider plans for end-of-year charitable gifts. These gifts could include an IRA charitable rollover...
Benefit in 2024 With An IRA Charitable Rollover
September 20, 2024
Each year, traditional IRA owners of age 73 and older must take a required minimum distribution (RMD). In nearly all...
Enhanced IRS Taxpayer Support
September 13, 2024
On September 6, 2024, Treasury Secretary Janet Yellen spoke to the Internal Revenue Service (IRS) staff in Austin, Texas. Yellen...
