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.
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...
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...
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...
