For Advisors

Sunday May 26, 2024

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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Washington News
On May 22, 2024, the Internal Revenue Service announced a five-year extension of the Free File program. With Free File, taxpayers can use tax-filing software at no cost. During the 2024 filing season, there were approximately 2.9 million returns filed using the Free File program. IRS Commissioner Danny Werfel stated, "Free File remains an important part of the IRS portfolio to help taxpayers file their taxes for free. We were pleased to see growth in the program this year, and we look forward to continuing this important collaboration with the tax software industry." Free File has been available for 22 years. Currently, there are eight private Free File partners who provide their software at no charge to...
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator
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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Case Of the Week
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard...
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Private Letter Ruling
Donor established an irrevocable trust for the benefit of Donor's children and the children's issue. Trust was funded with a single transfer. Donor and Spouse hired a tax professional to draft Trust...
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Article Of the month
Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications,...
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