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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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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.
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Washington News
In IR-2018-120, the Service urged taxpayers to use the Withholding Calculator on www.IRS.gov for a "Paycheck Checkup."...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with...
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Private Letter Ruling
Organization's Articles of Incorporation state that it is an association of farmers and gardeners promoting agriculture through a retail outlet and that its purpose is to...
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Article of the Month
Many clients seek guidance from professional advisors regarding retirement, investments, tax planning and charitable giving. These clients are often concerned with maintaining...
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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

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