Professional Advisor Resources

We offer a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional partners. GiftLaw services are available to all advisors as a free service. Our team is also available to help you provide clients with clear and easy-to-understand 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 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...

Exit Strategies for Real Estate Investors, Part 16

June 12, 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

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...

IRS and Security Summit Launch New Anti-Fraud Framework

June 12, 2026
The Internal Revenue Service (IRS) and Security Summit partners recently announced a significant restructuring of their long-standing public-private partnership...

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

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...

Foundation's Set-Aside Approved

June 12, 2026
Foundation is tax-exempt under Sec. 501(c)(3) and a private foundation under Sec. 509(a). Foundation requested approval to set aside funds...

All Private Letter Rulings