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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. Federation professionals are available to assist in helping you provide clients with clear and understandable gift illustrations.

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Erika B. Rudin-Luria 216-593-2867 [email protected]
Rachel Lappen 216-593-2841 [email protected]
Carol Wolf 216-593-2805 [email protected]
Ann Garson 216-593-2814 [email protected]
Matthew Kaliff 216-593-2831 [email protected]
Hedy Milgrom 216-593-2850 [email protected]
Rebecca Sattin 216-593-2873 [email protected]
Jennifer Schwarz 216-593-2816 [email protected]

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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.