Gift Planning
For Advisors
Monday June 29, 2026
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.More |
Washington News
Artificial intelligence (AI) has become a popular technology for many tax professionals as they review documents using the well-known AI programs such as ChatGPT, Claude, Gemini or Grok. Some tax professionals have also built their own AI applications.
On June 24, 2026, the IRS Office of Professional Responsibility (OPR) published a series of guidelines for responsible use of AI by tax professionals. AI is essentially a software program that attempts to duplicate human cognitive skills. Legal research providers are also incorporating AI into their products given its usefulness in document review projects.
A recent development has been the use of generative artificial intelligence. These AI programs are designed to...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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...View Presentation |
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Case of the Week
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value...More |
Private Letter Ruling
Organization applied for exempt status under Sec. 501(c)(3). Organization states that it was formed to maintain a water pipeline from an underground spring and provide a domestic water supply to...More |
Article of the Month
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement, the donor contributes...More |
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