Friday August 18, 2017

For Advisors

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. More
Thank you to everyone that came to
The Catholic Foundation 10th annual Professional Advisors Series
with guest speaker Jonathan G. Blattmachr on 12-8-16.
Click here for presentation slides


For more information on future Professional Advisor seminars,
photos or to view our sponsors go to:
https://www.catholicfoundation.com/learning/current-events/professional-advisors-seminar.asp
Charitable Tax Reference GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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Deduction Calculator The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Run charitable deduction calculations for your favorite gift plan...
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