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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
In IR-2017-60 the IRS reminded taxpayers they can still fund an IRA for the 2016 tax year. Traditional IRA contributions are tax deductible and the IRA fund grows tax-free....
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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
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Bryan Tate
717-848-3733
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Angela Lauer
717-848-3733
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