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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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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
During December, the shopping season moves into high gear. Identity thieves are also "shopping for your data" during this busy holiday time. IRS Commissioner Chuck...
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Case of the Week
Bill Russell grew up on the Great Plains. During his youth, he was a rodeo bull rider and gained fame as "Wild Bill" for his daring exploits. But Wild Bill was an...
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Private Letter Ruling
Organization is a tax-exempt private foundation. Organization proposed a set-aside program to build an academy to help students similar to the recipients of Scholarship B. The...
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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 owned...
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