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For Advisors

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. To view a list of the Foundation's Legal and Tax Panel, click here.
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The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan.
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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
John Breyault, Vice President of the National Consumer League, reports a sharp increase in tax fraud using iTunes cards. Tax fraudsters typically use fear and intimidation to...
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Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered...
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Private Letter Ruling
Decedent died at age 59. Trust was the sole beneficiary of Decedent’s three IRAs, combined into IRA X. Trust is irrevocable and valid under State’s laws. Under...
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Article of the Month
Introduction Charitable gift annuities (CGAs) can provide reliable, fixed payments for the beneficiary (often referred to as an annuitant). A CGA is typically established to...
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