Department of Development

Department of Development

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For Advisors

Advisor Resources
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.
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Our advisor eNewsletter 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
On December 16 the Senate passed the Tax Increase Prevention Act of 2014 (H.R. 5771). The 76-16 vote showed overwhelming support for a one-year retroactive extension of 55...
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Case of the Week
Abigail Azah is a wonderful and spirited 80-year-old woman. To this day, she still works in her garden, handles all of her finances and plays golf each weekend. In addition...
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Private Letter Ruling
Decedent created Trust, a revocable trust. Upon the death of Decedent the trust income is payable equally to two beneficiaries for their lives and upon their deaths the...
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Article of the Month
A charitable gift of a business interest can make a wonderful gift to charity. At the same time, however, business entities that are subject to pass-through taxation, such as...
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