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
In IR-2019-41, as part of a Tax Time Guide series, the Service offered specific tips for protecting personal information. Each tax season, the Service receives many complaints...
MORE
Case of the Week
Abigail Green was a wonderful and spirited 80-year-old woman. Even in her advanced age, she worked in her garden, handled all of her finances and played golf each weekend....
MORE
Private Letter Ruling
Organization applied for tax exempt status under Sec. 501(c)(6) as a business league. In its articles of incorporation, Organization stated that it is operated for educational...
MORE
Article of the Month
Philanthropically motivated individuals increasingly understand the value of gifting appreciated real estate to charity. Donors are often able to claim a deduction for the...
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