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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.
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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
On April 15, IRS Commissioner Chuck Rettig thanked taxpayers. He stated, "Our nation's tax system is built around the concept of voluntary tax compliance, meaning...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real...
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Private Letter Ruling
A private foundation ("Foundation") requested advance approval of its educational grant procedures. Foundation, a tax-exempt organization, plans to operate an...
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Article of the Month
Prior to 2018, tax-exempt nonprofit organizations were able to provide employee parking without incurring taxation. The Tax Cuts and Jobs Act (TCJA) changed the landscape of...
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Michelle L. Lovely

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