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
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 (RIA) and... MORE
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan... MORE
Center was formed as a Sec. 501(c)(3) public charity. Center's original purpose was to provide improved and advanced education programs to educational centers, institutions and agencies and to receive... MORE
On October 17, the IRS held a Security Summit Conference in Washington. In his presentation, and in letter IR-2017-176, Commissioner John Koskinen highlighted the success of the Security Summit in... MORE
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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.