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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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The above material, and all material on this website, is provided to you as an educational service. These materials are not intended as specific legal or financial advice. Please consult with your personal legal and financial advisors to determine how federal, state and local laws apply to your specific situation.