For Advisors
We offer 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 free of charge. We are available to assist in providing clients with clear and understandable gift illustrations. Your recommendations are pivotal to clients as they make decisions about the distribution of family wealth, trust arrangements, bequests and gifts to individuals and charities. You may now access charitable tax service, receive calculations for split interest gifts and receive timely tax law updates here. We are pleased to work in partnership with our professional advisor community to increase philanthropy in Western North Carolina.
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
MORE
MORE
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan.
MORE
MORE
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.
MORE
MORE
Washington News
Millions of Americans and their tax advisors are preparing their tax returns. Many have questions and will call the IRS. The peak day for IRS phone calls typically falls on...MORE
Case of the Week
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property overlooking the crashing waves of the...MORE
Private Letter Ruling
Organization was granted tax exemption under Sec. 501(c)(3). It was to be operated for the purpose of providing and promoting quality, affordable gymnastics instruction,...MORE
Article of the Month
Philanthropically motivated individuals increasingly understand the value of gifting appreciated real estate to charity. Donors are often able to claim a deduction for the...MORE
Get to Know Us
Facebook
YouTube