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
April 19 is Tax Freedom Day
Each year the nonpartisan Tax Foundation announces the date of Tax Freedom Day. Tax Freedom Day represents the day when taxpayers have earned enough to satisfy the nation's...
MORE
Case of the Week
Exit Strategies for Real Estate Investors, Part 10
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with...
MORE
Private Letter Ruling
Scholarship Awards Not Taxable
A private foundation ("Foundation") requested advance approval of its scholarship award program. Foundation, a tax-exempt organization, plans to operate a...
MORE
Article of the Month
Overview of Life Income Gifts — Part I
Many clients seek guidance from professional advisors regarding retirement, investments, tax planning and charitable giving. These clients are often concerned with maintaining...
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