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

Lead to Remainder Double Charitable Trust

October 25, 2024
George Green was a man of humble beginnings. He was born in Nebraska and lived with his parents on their...

Lucky Lucy Lindstrom's Long Shot Unitrust

October 18, 2024
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle...

Lucky Lucy Lindstrom's Unitrust

October 11, 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

How to Claim a 30% Home Energy Credit

October 25, 2024
On October 24, 2024, the Internal Revenue Service (IRS) released guidance on energy-efficient home improvement credits. The IRS explained the...

Hurricane Milton Relief - IRS Warning About Disaster Scams

October 18, 2024
The Internal Revenue Service (IRS) announced recently that there will be tax relief for 51 counties in Florida. Many of...

IRA Required Minimum Distributions By December 31

October 11, 2024
Each year the Internal Revenue Service (IRS) reminds taxpayers over age 73 that they should take a required minimum distribution...

All Washington News

Article of the Month

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Private Letter Rulings

Portability Election Extension Granted

October 25, 2024
Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent's estate (Estate) was not required to file Form...

QTIP Election Extension Granted

October 18, 2024
Decedent executed a revocable trust (Trust). Decedent died and was survived by Spouse. Upon Decedent’s death, the terms of Trust...

Proposed Donation Constitutes Unusual Grant

October 11, 2024
Organization made a written request to recognize a proposed grant from a donor as an unusual grant under Reg. 1.170A-9(f)(6)(ii)...

All Private Letter Rulings