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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The Federal Reserve recently published the results from a survey with the title, "Economic Well-Being of U.S. Households in 2021." The survey suggests that the increased child tax credit last year was helpful for many families. The credit was expanded from $2,000 in 2020 to $3,000 in 2021 for children under age 18 and $3,600 for children under age 6. It was phased out for single individuals with incomes over $75,000 and joint filers with more than $150,000 in income. This Federal Reserve survey is a good picture of the financial status of families in America. 1. Financial Well-Being — Seventy-eight percent of adults were living an acceptable or comfortable life. This is the highest level reported...
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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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