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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.
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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.
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Washington News
Each year the nonpartisan Tax Foundation publishes Tax Freedom Day. The day reflects the total tax burden of government for the year. For 2017, Tax Freedom Day falls on April...
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Case of the Week
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...
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Jane Conover
717-848-3733
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Bryan Tate
717-848-3733
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Angela Lauer
717-848-3733
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