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
The Internal Revenue Service (IRS) announced that there are 24 states participating in the Direct File program for the 2025 Filing Season. This opens the Direct File option to...
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Case of the Week
Jim Thompson, a retired engineer, and his wife Janet Thompson, a retired nurse, are currently considering funding a term-of-years charitable remainder unitrust with an arts...
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Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(3). Organization’s articles of incorporation state that its purpose is to provide scholarship assistance to its...
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Article of the Month
There are many advantages to owning a home. Homes often appreciate over the years, providing stable growth and equity ownership. Over time, however, family and financial...
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