Professional Council

For Advisors

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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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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Our advisor e-newsletter 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
In CA-2018-13, the IRS granted tax relief to three California counties devastated by wildfires. Residents of Butte, Los Angeles and Ventura counties have until April 30, 2019...
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Case of the Week
Barbara Banker started with nothing. Barbara lived in a midsized town and worked in the local hardware store. The store owner noticed her industrious efforts and strong work...
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Private Letter Ruling
Taxpayer intends to form two charitable remainder unitrusts (CRUTs). CRUT #1 is a one-life CRUT which provides that the trustee will distribute to Taxpayer a certain...
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Article of the Month
In 2017, approximately 61% of households held an individual retirement account (IRA) or other tax-deferred retirement plan and more than one-third of American households...
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