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Advisor Resources
We offer tax resources and updates 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.More |
Washington News
With the peak hurricane season in September, the Internal Revenue Service reminds taxpayers to protect their tax and financial records.
Between 1851 and 2024, there have been 1,062 hurricanes in the Atlantic Ocean. September is the peak month with 425 hurricanes. During this time, there have been 169 major hurricanes (category 3, 4 or 5) and 63 hurricanes made landfall in the United States.
This September could be another busy season for hurricane watchers. The Caribbean water temperatures are 85 to 90 degrees Fahrenheit and favorable to the development of tropical storms and hurricanes. With this warmer water, there is greater hurricane intensity. The strongest September hurricanes were the Galveston Hurricane in...More |
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Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.More |
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.View Presentation |
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Case of the Week
Brandon loves his truck, which he affectionately named “the Beast.” It was a gift for Brandon’s 18th birthday. It is painted bright red and is two tons of metal, muscle and noise....More |
Private Letter Ruling
Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent’s estate (Estate) was not required to file Form 706. Estate represents there was an unused portion of...More |
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 circumstances change and the...More |
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