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. More
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan... View Presentation
Employee Stock Ownership Plans (ESOPs) are innovative and flexible financial instruments that allow employees to have a stake in the ownership of their company. While ESOPs are often associated with... More
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For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.