Back to Main Website
For Advisors
Monday October 21, 2019
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.
More |
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
More |
Washington News
In 2003, the U.S. Senate passed a resolution establishing October as National Work and Family Month. In support of military families, the IRS published IR-2019-169 to explain the tax benefits created...
More |
||||
Case of the Week
Lucky 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 and began...More |
Private Letter Ruling
Organization requested exempt status under Sec. 501(c)(3) by submitting Form 1023-EZ. Organization’s organizing document limits its purposes to one or more exempt purposes under Sec. 501(c)(3)....More |
Article of the Month
Author: A. Charles Schultz, JD, AEP®
"It is tough to make predictions, especially about the future."
Yogi Berra, Baseball Coach and Philosopher
As we...More |
||||
