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

Gifts from IRAs, Part 2

July 3, 2026
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...

Gifts from IRAs, Part 1

June 26, 2026
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on...

Exit Strategies for Real Estate Investors, Part 17
The Double Deferral Solution

June 19, 2026
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn...

All Cases of the Week

Washington News

Scholarship Tax Credit Guidance Previewed

July 3, 2026
The Department of the Treasury recently previewed forthcoming guidance implementing the new federal Education Freedom Tax Credit (EFTC) enacted as...

Responsible AI Use for Tax Professionals

June 26, 2026
Artificial intelligence (AI) has become a popular technology for many tax professionals as they review documents using the well-known AI...

IRS Strategies to Deny Conservation Easement Deductions

June 19, 2026
The Internal Revenue Service (IRS) currently has over 1,000 conservation easement deduction cases. Many of these are proceeding to Tax...

All Washington News

Article of the Month

Testamentary Gift Annuities, Part 2

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

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...

All Articles of the Month

Private Letter Rulings

Foundation's Educational Grant Procedures Approved

July 3, 2026
Foundation requested advanced approval of its educational grants under Sec. 4945(g)(3). Grants will be awarded to high school teachers who...

Water Provider's Exempt Status Denied

June 26, 2026
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it was formed to maintain a water pipeline from...

Foundation's Scholarship Procedures Approved

June 19, 2026
Foundation requested advanced approval of its scholarships procedures under Sec. 4945(g)(1). Foundation will provide scholarship grants to individuals to support...

All Private Letter Rulings