Tuesday November 13, 2018

For Advisors


We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. 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. More

Estate Planning Council
Estate Planning Council
Members of the Southwestern Medical Foundation/UT Southwestern Estate Planning Council are leaders in the areas of estate and financial planning, particularly in law, accounting, insurance, and wealth management. They serve as ambassadors in the community through their awareness of clinical and research advances occurring at UT Southwestern and provide advice on efforts to educate the public about planned giving.
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Charitable Tax Reference
Charitable Tax Reference
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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Deduction Calculator
Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan.
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