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
IRS Warns of "Dirty Dozen" Tax Scams - Part III
In IR–2020–160, the Internal Revenue Service announced the annual "Dirty Dozen" list of tax scams. Each year, the Service warns taxpayers about criminals...
MORE
Case of the Week
Exit Strategies for Real Estate Investors, Part 1
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea he touched turned to gold. By far, Karl was most successful with real...
MORE
Private Letter Ruling
IRS Denies Exemption to Umpires Group
Organization requests recognition of exemption from federal income tax under Sec. 501(c)(4). Organization was incorporated to negotiate and contract umpiring services for its...
MORE
Article of the Month
Charitable Lead Trusts in a Low Interest Rate Environment - Part II
Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high net worth individuals. Lead trusts often involve significant legal and...
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