MENU

For Advisors

For Advisors

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.
<!--cres_news_box_glaw_newsletter-Title-->
Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
MORE
Washington News
Updating Your Estimated Tax Payments
With passage of the Tax Cuts and Jobs Act, most Americans will experience a change in the amount of tax due. Many taxpayers will have lower taxes due to the higher standard...
MORE
Case of the Week
The Gas Guzzler's Deduction, Part 1
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's eighteenth birthday. It is painted bright red and is two...
MORE
Private Letter Ruling
Foundation's Set-Aside of Funds Approved
Foundation, a private foundation under Sec. 509(a), requested advanced approval of a set-aside program under Sec. 4942(g)(2). Foundation plans to set aside funds for the...
MORE
Article of the Month
Charitable Gifts of Intellectual Property Assets
Intellectual property assets are intangible products or creations of the mind that may receive protection under the law. The most common types of intellectual property (IP)...
MORE
scriptsknown

HERE TO HELP

Michelle L. Lovely

"Looking for a value-added service to help you when working with clients who have charitable interests? We can help."
- Michelle L. Lovely, Vice President of Development, (937) 222-0410

ShareThis Copy and Paste