Professional 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.

GiftLaw Pro (Charitable Tax Reference)

Our charitable tax reference service features detailed information on gift and estate planning strategies. It includes links to relevant Internal Revenue code sections, regulations, rulings, cases and more.

Calculate Your Deduction

Our calculators generate printable presentations for your deductions and are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts.

Case of the Week

Exit Strategies for Real Estate Investors, Part 15

June 5, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn...

Exit Strategies for Real Estate Investors, Part 14

May 29, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...

Exit Strategies for Real Estate Investors, Part 13

May 22, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned...

All Cases of the Week

Washington News

Free File Still Available for Non-Filers

June 5, 2026
On June 2, 2026, the Internal Revenue Service (IRS) announced that taxpayers who missed the April 15 tax filing deadline...

Child IRA Accounts Launched

May 29, 2026
The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These...

IRS Reminds Homeowners of Tax Benefits

May 22, 2026
On May 21, 2026, the Internal Revenue Service (IRS) published Tax Tip 2026-42 and reminded taxpayers to review the potential...

All Washington News

Article of the Month

Testamentary Gift Annuities, Part 1

June 1, 2026
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while...

Protecting Charitable Gifts from Incapacity Challenges

May 1, 2026
Charitable giving is a powerful tool for individuals who want to make a philanthropic impact. Before completing a charitable gift...

Collecting on IRA Beneficiary Designations

April 1, 2026
Assets in individual retirement accounts (IRAs) remain one of the largest pools of financial wealth in the United States. By...

All Articles of the Month

Private Letter Rulings

Exempt Status Denied for Hunting Retriever Club

June 5, 2026
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it was formed as a recreational hunting retriever club...

Artist Promotional Group Exempt Status Denied

May 29, 2026
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it was formed to support, develop and promote musicians...

Foundation's Educational Grant Procedures Approved

May 22, 2026
Foundation requested advanced approval of its employer-related scholarships under Sec. 4945(g)(1). Scholarships will be awarded annually and can be applied...

All Private Letter Rulings