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

Lucy Lindstrom's Foundation Goes Public

January 10, 2025
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...

Lucy Pays Tax on "Northern Long Shot" Foundation Income

January 3, 2025
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...

Lucy Lindstrom Asks if Private Foundations Can Lobby

December 27, 2024
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After...

All Cases of the Week

Washington News

Free File Open For Tax Filing

January 10, 2025
On January 10, 2025, the Internal Revenue Service (IRS) Free File program opened for tax filing. Through the Free File...

Charitable Planning in 2025

January 3, 2025
A new year provides an excellent opportunity to consider plans for charitable gifts in 2025. These gifts could include an...

2025 Tax Filing Season Coming Soon

December 27, 2024
The Internal Revenue Service (IRS) reminds taxpayers that the 2025 filing season is rapidly approaching. The IRS is attempting to...

All Washington News

Article of the Month

Charitable Giving Opportunities in 2025

January 1, 2025
With the start of the new year, it is an excellent time for gift planners, advisors and donors to consider...

Retirement Planning with Charitable Gift Annuities, Part II

December 1, 2024
For individuals at various stages of their careers, retirement planning is an important topic of interest. For those who are...

Retirement Planning with Charitable Gift Annuities, Part I

November 1, 2024
For many individuals, at various stages of their careers, retirement planning is an important topic of interest. For those who...

All Articles of the Month

Private Letter Rulings

Extension for QTIP Election Granted

January 10, 2025
Decedent executed a revocable trust (Trust). Decedent died and was survived by Spouse. Upon Decedent’s death, the terms of Trust...

Farmer's Market Denied Exemption

January 3, 2025
Organization applied for tax exempt status under Sec. 501(c)(3). Organization’s primary purpose is to have a marketplace in which local...

LLC Activities Qualify as Charitable and Educational Under 501(c)(3)

December 27, 2024
Taxpayer is a nonprofit corporation (Taxpayer) under section 501(c)(3) and classified as a public charity under sections 509(a)(1) and 170(b)(1)(A)(vi)...

All Private Letter Rulings