Professional Advisor Resources

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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
In IR-2018-163, the Service explained that taxpayers who received large 2017 refunds may be able to reduce their withholding amounts for 2018. Seven out of ten taxpayers in...
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Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a...
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Private Letter Ruling
Decedent passed away leaving Surviving Spouse. Decedent's residuary estate passed to Trust, including various assets and an IRA, with Surviving Spouse as beneficiary....
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Article of the Month
Savings bonds and commercial annuities are considered by many to be very safe investments for individuals. Investors enjoy the guaranteed return these assets offer. Many...
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