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            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 e-newsletter 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

            IRS Complete 'Dirty Dozen' Tax Scam List
            Each year the IRS warns taxpayers about the "Dirty Dozen" tax scams. Prior articles in this newsletter have covered various scams, but on February 17, the IRS...
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            Case of the Week

            Dying to Deduct
            Abigail was a wonderful and spirited 80-year-old woman. Even as an octogenarian, she still worked in her garden, handled all of her finances and played golf each weekend. In...
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            Private Letter Ruling

            Decedent Given Extension to Elect Portability
            Decedent 1 died on Date 1, survived by Decedent 2. Decedent 2 died on Date 2. A personal representative was appointed to handle Decedent 2's estate. In order for Decedent 2 to...
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            Article of the Month

            Beneficiary Designations – Part IV
            Introduction Alongside wills and trusts, beneficiary designations are becoming increasingly popular as part of a complete estate plan. By simply filling out a beneficiary...
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