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-2019-145 the Service warned taxpayers about a new email scam. Fraudsters send emails with the phrases, "Automatic Income Tax Reminder" or "Electronic Tax Return Reminder." The emails are fraudulent, attempting to persuade the taxpayers to click on links that will then download malware and permit identity theft. Taxpayers should protect themselves by understanding the latest fraud methods. Fake IRS Websites – The fraudster creates a link to a website that looks similar to IRS.gov. The webpage will appear to reference information about a tax refund or the prior tax return filed by the taxpayer. The email contains a "temporary password" or "one-time password" to help the victim access tax information. When the taxpayer uses the password on the fake IRS website, the website installs software on the taxpayer's computer to gain access to information on the victim's computer. Multiple Bogus Websites – Fraudsters may create a large number of websites that appear to be IRS.gov. The government will take action to block or shut down bogus websites when...
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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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