Tuesday September 28, 2021
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional advisors. Known as "GiftLaw", these services are available to all advisors free of charge. We are always available to help provide your clients with gift illustrations to better understand their unique situation. For more information, contact Jim Gustafson, Director of Advancement and Gift Planning at firstname.lastname@example.org or (402) 323-734.