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Advisor ResourcesWe 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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1251 E Dorothy Lane • Kettering, OH 45419 • Phone: (740) 397-4665 | |||||
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