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.
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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.
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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
As the House Ways and Means Committee staff continues to draft a massive tax reform bill, a new proposal could expand charitable giving. This week, Rep. Mark Walker (R-NC)...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...MORE
Private Letter Ruling
Grantor, as settlor and trustee, created a charitable lead annuity trust (Trust). Grantor sought approval to amend Trust's agreement, which would convert Trust from a...MORE
Article of the Month
For hedge fund managers who hold pre-2009 fees in deferred compensation programs offshore, the tax-clock is ticking. When the clock strikes midnight on December 31, 2017, any...MORE
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