Giftlaw Pro
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
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Article of the Month
With the start of the new year, it is an excellent time for gift planners, advisors and donors to consider tax planning opportunities for 2025. Two full tax years have elapsed since the passage of the...More |
Private Letter Ruling
Decedent executed a revocable trust (Trust). Decedent died and was survived by Spouse. Upon Decedent’s death, the terms of Trust provide that the trustee is to divide the Trust into two trusts,...More |
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Washington News
On January 10, 2025, the Internal Revenue Service (IRS) Free File program opened for tax filing. Through the Free File...More |
Case of the Week
Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered Investment Advisor (RIA) and began...More |
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