Sunday January 24, 2021

For Advisors

Estate Planning Seminar
February 11, 2021 / 7:45 a.m. - 4:15 p.m.
Click here to learn more and to register.
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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Deduction Calculator
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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Organization's Exempt Status Denied
Private Letter Ruling
Organization filed a Form 1023-EZ for exemption under Sec. 501(c)(3). Organization's Articles of Incorporation state it is organized in part to share family history, stories, information and...
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Living on the Edge, Part 2
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 Pacific. With a home...
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Charitable Tax Reference
Bequest Language
Our legal name, sample bequest language, and our tax ID number
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