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Advisor Resources

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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E-newsletter

Our E-newsletter features current news related to philanthropic regulations and rules, finance information, stories about others who have benefited from giving, gift calculators and more! Register today for our monthly E-newsletter by selecting the appropriate link below.
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