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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
This week the IRS published five "Dirty Dozen" list warnings. Each year, the IRS highlights various tax scams. This education helps taxpayers avoid tax trouble by...
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Case of the Week
Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property that overlooks the crashing waves of...
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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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