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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
On July 17 the IRA rollover and four other charitable bills passed the House on a 277-130 vote. Of the 12 different permanent tax extenders that have moved through the House...
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Case of the Week
Will Rogers has been credited with saying "Buy land. They ain't making any more of the stuff." These words were not lost on Edna Appleby. Edna began purchasing...
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Private Letter Ruling
ORG submitted an application for tax-exempt status under Sec. 501(c)(3). ORG was formed to maintain a Jewish house of worship. C, ORG’s Secretary, also has a synagogue...
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Article of the Month
Charitable Lead Trust Planning for NIIT Individuals with substantial assets may determine that a charitable lead trust will be beneficial in reducing NIIT. For people with...
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CENTRAL MICHIGAN UNIVERSITY

1200 S. Franklin St • Mount Pleasant, Mich. 48859
Phone: 989-774-4000