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

Exit Strategies for Real Estate Investors, Part 6

July 11, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...

Exit Strategies for Real Estate Investors, Part 5

July 4, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...

Exit Strategies for Real Estate Investors, Part 4

June 27, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...

All Cases of the Week

Washington News

Tax Savings For Seniors

July 11, 2025
While there had been discussion of eliminating tax on Social Security, a compromise in Congress was to provide individuals over...

Charitable Planning in July

July 4, 2025
July is a great month to consider plans for charitable gifts in 2025. These gifts could include an IRA charitable...

National Taxpayer Advocate Calls the Tax Season a Measured Success

June 27, 2025
Each year, the National Taxpayer Advocate (NTA) reviews the tax filing season and publishes a report with findings and objectives...

All Washington News

Article of the Month

Charitable Galas and Auctions, Part 1

July 1, 2025
Fundraising is one of the most important responsibilities for a nonprofit because public donations fund the nonprofit’s causes. An exciting...

Generational Charitable Giving, Part 2

June 1, 2025
Charitable giving is a powerful tool for individuals of all ages and income levels who want to make a philanthropic...

Generational Charitable Giving, Part 1

May 1, 2025
A common misconception about charitable giving is that it is only for retired or wealthy donors. But charitable giving is...

All Articles of the Month

Private Letter Rulings

Veteran's Organization Exempt Status Denied

July 11, 2025
Organization applied for tax exempt status under Sec. 501(c)(3). Organization is a veteran’s organization that operates a restaurant and bar...

Religious School Exempt From Filing Form 990

July 4, 2025
Organization is a nonprofit educational organization described in section 501(c)(3) and classified as a public charity under sections 509(a)(1) and...

Proposed Transfer Constitutes Unusual Grant

June 27, 2025
Organization made a written request to recognize a proposed transfer from another organization with a similar charitable mission as an...

All Private Letter Rulings

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