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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. More
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... View Presentation
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 Registered Investment Advisor (RIA) and began... More
Decedent executed a revocable trust (Trust). Decedent died and was survived by Spouse. Upon Decedent’s death, the terms of Trust provide that the trustee is to divide the Trust into two trusts,... More
On January 10, 2025, the Internal Revenue Service (IRS) Free File program opened for tax filing. Through the Free File program, the IRS offers access to free tax software filing programs to millions... More
With the start of the new year, it is an excellent time for gift planners, advisors and donors to consider tax planning opportunities for 2025. Two full tax years have elapsed since the passage of the... More
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