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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
As the Thanksgiving holiday rapidly approaches, there are significant negotiations underway on the tax extenders bill. Senate Finance Committee Chairman Ron Wyden (D-OR)...
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Case of the Week
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea’s home occupies three magnificent acres of bluff property that overlooks the crashing...
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Private Letter Ruling
Org is a Sec. 501(c)(3) nonprofit formed as a corporation in State 1 that now proposes to change its state of domicile to State 2. The governing laws of State 2 state that...
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Article of the Month
Section 501(c)(3) of the Internal Revenue Code exempts qualified organizations from federal income tax. In order for the Internal Revenue Service to recognize an organization...
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