For Advisors

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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During tax filing season, fraudsters continue to deceive victims into believing they are Internal Revenue Service (IRS) agents. The IRS is concerned because phone, text, email, and in-person scams are taking place. The IRS emphasizes that it typically contacts taxpayers through a letter or written notice and generally does not initiate contact through phone calls, text messages or emails. With a growing number of fraudsters and scammers looking for victims, it is important for individuals to be able to distinguish legitimate IRS staff from imposters. All taxpayers should understand basic ways to protect themselves from fraudulent text messages, emails, phone contacts or in-person visits. Text Messages — The IRS does not send text messages to individuals with shortened links. Scammers will frequently send text messages that include a bogus link. If you receive an unexpected text, you should NOT click on links or open attachments. Send a Screenshot — If you do receive a suspicious text message, you should send a screenshot of it as an attachment to [email protected]. For individuals with an iPhone, you can take a screenshot by clicking both the Volume Up and the Power button of your phone at the same time. The screenshot will appear as a thumbnail in the lower left corner of the screen. Click on the screenshot to edit, select Done at the top left and save it to...
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GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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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...
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