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 2

June 13, 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 1

June 6, 2025
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...

Dying to Deduct, Part 3

May 30, 2025
Abigail was a wonderful and spirited 80-year-old woman. She worked in her garden, handled all her finances and played golf...

All Cases of the Week

Washington News

Guard Against Phishing Emails

June 13, 2025
As part of its ongoing awareness campaign, the Internal Revenue Service (IRS) Security Summit warns taxpayers and professional advisors to...

Protect Yourself from Summer Scams

June 6, 2025
During the summer season, the Internal Revenue Service (IRS) reminds consumers to protect themselves from potential identity thieves...

IRS Collects $5.1 Trillion in 2024

May 30, 2025
On May 29, 2025, the Internal Revenue Service (IRS) issued the Data Book for fiscal 2024. The Data Book is...

All Washington News

Article of the Month

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...

Charitable Gifts of Vehicles

April 1, 2025
Donating a vehicle, including cars, trucks, motorcycles, airplanes and boats, can be a generous way to support a cause while...

All Articles of the Month

Private Letter Rulings

IRS Pulls the Plug on Power Plant's Exempt Status

June 13, 2025
Organization applied for tax exempt status under Sec. 501(c)(3). Organization’s purpose is to build, promote and own carbon free electrical...

Foundation's Scholarship Grant Procedures Approved

June 6, 2025
Foundation requested advanced approval of its scholarship procedures under Sec. 4945(g)(1). The purpose of the scholarship is to provide financial...

Artists Support Organization Exempt Status Denied

May 30, 2025
Organization applied for tax exempt status under Sec. 501(c)(3). Organization’s purpose is to provide support, education and management skills for...

All Private Letter Rulings

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