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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In IR-2019-191, the IRS offered suggestions on end of year planning. With good planning, you can be prepared to file and promptly receive your refund. Refund Factors – The IRS attempts to issue most refunds within 21 days. Some refunds will take longer because there are security issues, errors in filing or a claim for the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC). If you have been a victim of identity theft in the past, there may be added review of your return. You should be able to learn about any refund delay with the "Where's My Refund" tool on irs.gov. Year-end Bonus or Holiday Pay – Many taxpayers benefit from financial gains toward the end of the year. These may include a bonus from your employer, extra holiday pay, stock dividends or mutual fund distributions. If you anticipate a substantial gain or added income, it may be wise to consider increasing your withholding or making an estimated tax payment. The Tax Withholding Estimator on irs.gov may be helpful. You may use IRS Direct Pay or the Treasury Department Electronic Federal Tax Payment...
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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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