For Advisors
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 is a complete charitable giving and tax information service inside the GiftLaw website.
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The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan.
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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
House Ways and Means Committee Chair Dave Camp (R-MI) spoke June 12th at the Federal Policy Groups 2013 Tax, Budget, and Legislative Policy Seminar. At the Washington...MORE
Case of the Week
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's eighteenth birthday. It is painted bright red and is two...MORE
Private Letter Ruling
Taxpayer created a charitable lead annuity trust ("Trust") with Son 1 as sole trustee and a guaranteed annuity amount to be paid to a private foundation...MORE
Article of the Month
After passage of the American Taxpayer Relief Act on January 1, 2013, major donors realized that they had been specifically targeted. A major tax-increase target is any donor...MORE
For more information contact:
Regina Rapier Beckman, JD
Director of Gift Planning
502.585.4649
Email Regina