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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
Protect Yourself from Hurricanes, Floods and Tornadoes
At publication time, Hurricane Florence is moving through North and South Carolina. Federal and state first responders are braving many risks to rescue trapped...
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Case of the Week
Lucky Lucy Lindstrom's "No Self-Dealing" Charity
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a...
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Private Letter Ruling
Allocations of GSTT Exemptions are Void
Taxpayer established three irrevocable trusts, one for each of his children. The terms of each trust were identical, except for the named primary beneficiary....
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Article of the Month
Crowdfunding — Issues for Advisors to Consider
In the wake of natural disasters, national tragedies and medical misfortunes, donation-based crowdfunding campaigns seek to raise funds to help those in need. Online...
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Michelle L. Lovely

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- Michelle L. Lovely, Vice President of Development, (937) 222-0410

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