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
In IR-2018-139, the Service explained the new benefits for people with disabilities who have Achieving a Better Life Experience (ABLE) accounts. ABLE accounts are normally...MORE
Case of the Week
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's 18th birthday. It is painted bright red and is two tons of...MORE
Private Letter Ruling
Organization received tax exempt status under Sec. 501(c)(7) as a non-profit boating social club. Organization's bylaws state that it was formed to support recreational...MORE
Article of the Month
Intellectual property assets are intangible products or creations of the mind that may receive protection under the law. The most common types of intellectual property (IP)...MORE
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