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
Small Business TCJA Tax Changes
In IR-2018-2003, the IRS reminded small business owners that the Tax Cuts and Jobs Act (TCJA) includes many changes that may reduce or change their taxes. While there are...
MORE
Case of the Week
Lucky Lucy Pays Tax on "Northern Long Shot" Foundation Income
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 Registered...
MORE
Private Letter Ruling
IRS Denies Exemption to Business Corporation
Organization was formed as a business corporation under the laws of the state of C. Organization's specific purposes include bringing an end to child slavery, assisting...
MORE
Article of the Month
Recent Developments with Donor Advised Funds
Individuals concerned with tax planning often include charitable giving as an important element of their planning strategies. In addition to the satisfaction of knowing...
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