Thank you for your inquiry. We will respond to you as soon as possible.
e-newsletter
Thank you for your interest in our e-newsletter. Our records indicate that you are already receiving our e-newsletter. If you have any further questions please contact us.
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
Karl was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl’s passion was real estate and he was very successful in his... More
Foundation plans to operate two educational grant programs that will award one-time nonrenewable grants to students to promote environmental conservation and sustainability. The first grant program... More
The Internal Revenue Service (IRS) was pleased to announce the launch of the Direct File Pilot Program. This new tax software is available in English and Spanish.
The Direct File program is designed... More
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