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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.
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Our advisor eNewsletter 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
At a May 8 Congressional hearing, Treasury Inspector General for Tax Administration (TIGTA) Russell George testified on the rapid growth of identity theft and tax refund...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with...
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Private Letter Ruling
ORG is tax-exempt under Sec. 501(c)(3) and classified as an educational organization under Secs. 509(a)(1) and 170(b)(1)(A)(ii). ORG is the trustee of six trusts. Under five...
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Article of the Month
A gift of mineral rights can make a wonderful gift to charity. Here is what donors and charities need to understand about gifts of mineral rights....
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