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For Advisors

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 eNewsletter 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
Burger King, Inc. announced this week that it would acquire the Canadian restaurant chain Tim Hortons, Inc. Following the acquisition, Burger King will move its corporate...
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Case of the Week
George Green was a man of humble beginnings. He was born in Bulgaria and lived with his parents on their farm. But George was a diligent student and was determined to become...
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Private Letter Ruling
Trust is a qualifying Charitable Remainder Unitrust under Sec. 664 of the Code. As part of its investment strategy, Trust will invest in a number of funds that will be...
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Article of the Month
What is virtual currency? Virtual currency is best understood by highlighting the difference between virtual currency and real currency. The term “real currency”...
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CENTRAL MICHIGAN UNIVERSITY

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Phone: 989-774-4000