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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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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
In a 6-3 decision published on June 25, the Supreme Court upheld the Premium Tax Credit Plan under the Affordable Care Act. The King v. Burwell decision considered the...
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Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered...
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Private Letter Ruling
Org was formed as a for-profit corporation under state law and is seeking exemption under Sec. 501(c)(3). Org’s Articles of Incorporation state that Org is authorized to...
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Article of the Month
At the end of 2014, Individual Retirement Accounts (IRAs) held $7.3 trillion in assets and represented 30% of all retirement assets held in the United States. In addition, 63%...
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CENTRAL MICHIGAN UNIVERSITY

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Phone: 989-774-4000