MENU

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
IR-2020-4, the Service announced the new Gig Economy Tax Center on www.IRS.gov. With the explosive growth of ride-sharing, home rentals and other gig businesses, millions of...
MORE
Case of the Week
Quentin Charles Douglas 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...
MORE
Private Letter Ruling
Decedent died and was survived by Spouse. Decedent's estate was not required under Sec. 6018(a) to file an estate tax return. When decedent died, there was an unused...
MORE
Article of the Month
By a bipartisan vote of 71 to 23 on December 19, 2019, the Senate passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The SECURE Act was part of a...
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 and Donor Services, (937) 225-9948

ShareThis Copy and Paste