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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
The Internal Revenue Service (IRS) announced that its Free File tax software was available for taxpayers starting January 13. The Free File program allows taxpayers to enter...
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Case of the Week
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...
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Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(3). Organization’s Articles of Incorporation state that its purpose is for its employers to provide discounts to...
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Article of the Month
The Secure Act 2.0 was included in The Consolidated Appropriations Act of 2023 (H.R. 2617). It includes many changes that will enhance and facilitate retirement...
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