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.

Washington News

Read about the latest legislation and lobbying relevant to the non-profit and charitable world.

Case of the Week

Learn from a case study about the situations and challenges those in the estate planning community face.

Private Letter Ruling

Read about current opinions the IRS is giving taxpayers about planned giving and its tax implications.

Article of the Month

Broaden your understanding of the current laws and regulations that affect the estate planning community.

Resources for Professional Advisors

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

Montana State University Billings Foundation
1500 University Drive
Billings, MT 59101
Phone: 406.657.2244
Fax: 406.657.1600
Email: [email protected]