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For Advisors

 
Friday April 19, 2024

For Professional Advisors

We have a complete tax update service for professional advisors (attorneys, CPAs, CFPs, trust officers and other professional friends), providing you with extensive resources in tax, estate, charitable, and financial planning to help you better serve your clients in their charitable and financial planning. The GiftLaw resources are made available to all advisors as a free service.

GiftLaw Pro is a comprehensive charitable giving and tax information service providing the latest gift planning information and access to Private Letter Rulings, Revenue Rulings, Code and Regulations, Tax Court cases and other key planning materials.

The Gift Calculator allows you to access and run calculations for a variety of charitable gifts including charitable gift annuities, remainder trusts, and lead trusts. The UT Austin Gift Planning Team is also available to assist in helping you provide your clients with clear and understandable gift illustrations.

The Weekly Gift Planner e-newsletter features the latest news from Washington, tax law updates, PLRs, Case Studies and timely articles.

Charitable Tax Reference

Charitable Tax Reference

GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
Deduction Calculator

Deduction Calculator

The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
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