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
A Government Accountability Office (GAO) report published on September 22 strongly urged IRS Commissioner John Koskinen to take bold action against tax refund fraud. There...
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Case of the Week
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. But George was a diligent student and was determined to become...
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Private Letter Ruling
ORG is a tax-exempt nonprofit public benefit corporation under Sec. 501(c)(3) of the Code. ORG’s purpose is to support foreign-born orphan children. ORG plans to operate...
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Article of the Month
The United States is a country with significant wealth. A recent study revealed that about 10 million American families have a net worth of $1 million or more. That same...
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