Alumni Resources
For Advisors

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.
Washington News
This week, Senate Finance Chair Max Baucus (D-MT) and House Ways and Means Committee Chair Dave Camp (R-MI) continued to move forward with tax reform. Sen. Baucus noted that...MORE
Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turn to gold. By far, Karl was most successful with real...MORE
Private Letter Ruling
ORG is applying for exemption under Section 501(c)(4). ORG is a membership association that provides its members access to limited medical indemnity benefits, discounts on...MORE
Article of the Month
Major donors have realized that they face higher taxes with the American Taxpayer Relief Act passed on January 1, 2013. Single persons must pay the Medicare tax at $200,000...MORE





















