For Advisors
Monday July 20, 2026
Advisor Resources
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.Networking Opportunities with the Estate Planning Council of Bakersfield The Estate Planning Council of Bakersfield (EPCB), incorporated in 1958, is a local, interdisciplinary organization that provides educational programs and networking opportunities to professionals in order to enhance their skills and expand their estate planning network in the community. The Council's members, representing a broad range of disciplines (attorneys, certified financial planners, certified public accountants, chartered financial consultants, chartered life underwriters, trust officers), benefit from getting to know and respect one another through an increased awareness and understanding of the views, concerns and valuable interactions of their overlapping specialties. For more information on Council membership, leadership, meetings and events, please visit estateplanningcouncilbakersfield.com. More |
Washington News
As cybercriminals continue to target tax professionals with increasingly sophisticated attacks, the Internal Revenue Service (IRS) and its Security Summit partners are reminding practitioners to remain vigilant against phishing and related cyber threats that can compromise sensitive taxpayer information.
As part of the annual "Protect Your Clients; Protect Yourself" campaign, the IRS highlighted several evolving attack methods, including phishing emails, text message scams ("smishing"), spear phishing, clone phishing, whaling attacks targeting firm leadership, as well as the increasingly common "new client" scam. In the “new client” scam fraudsters pose as prospective...More |
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GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...More |
Deduction Calculator
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...View Presentation |
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Case of the Week
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value...More |
Private Letter Ruling
Decedent passed away and was survived by Spouse. Under Sec. 6018(a), Decedent’s estate (Estate) was not required to file Form 706, United States Estate (and Generation-Skipping Transfer) Tax...More |
Article of the Month
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement, the donor contributes...More |
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