Department of Development

Department of Development

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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 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
As the tax-filing season opens, the IRS has offered eight “tax tips” for your protection. 1. Social Security Number – Do not carry your Social Security...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with...
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Private Letter Ruling
ORG applied for tax-exempt status as a public charity under Sec. 501(c)(3) of the Code. The purpose of the organization is to provide therapeutic services, assistive services...
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Article of the Month
Charitable gifts of real estate can be a great way for a client to avoid capital gains taxes, generate an income tax deduction and achieve personal objectives such as leaving...
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Akron, OH 44325
Phone: 330-972-7111
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