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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.   More The attached files can give you the information that you need to better serve your clients.  Call with any questions or for further information.  352-409-5761

Charitable Tax Reference


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Ellen Didion,
Oct 20, 2015, 5:14 AM
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Ellen Didion,
Oct 20, 2015, 5:12 AM
ĉ
Ellen Didion,
Oct 20, 2015, 5:12 AM
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Ellen Didion,
Oct 20, 2015, 5:15 AM
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Ellen Didion,
Oct 20, 2015, 5:12 AM
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Ellen Didion,
Oct 20, 2015, 5:29 AM
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