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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
On July 15, 2021, the IRS will start making Advance Child Tax Credit (ACTC) payments. Treasury Secretary Janet Yellen estimates that about 80% of eligible families will...
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Case of the Week
Mac Swenson loved the great outdoors. He grew up in the Big Sky country of Montana. As soon as he could walk, Mac was on a pony. By his teen years, Mac was riding horses every...
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Jane Conover
717-848-3733
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Mary Kay Bernosky, Esq.
717-848-3733
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Philip A. Woods
717-848-3733
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