Learn more from our
Client Services team:
Monday – Friday
8:30 – 6:00 ET
Samantha Akiha, Client Services Advisor
Brian Armstrong, Client Services Advisor
Jeffrey Frye, Associate Director for Gift Planning
Michael Heep, Client Services Advisor
Kara Morin, Director of Client Client Services
Jackie Robertson, Client Services Assistant
Jen Wickham, Senior Client Services Advisor
Gift Calculation Service
PG Calc can provide the right calculations for your situation at a surprisingly affordable price.
We will work with you to help determine which calculations are appropriate.
PG Calc has all the latest IRS rules and industry information at our fingertips.
Available to Everyone
Even our software clients may need this service from time to time.
Call Us with Any Questions
There is no fee just for talking!
|CGA proposals, CRT projections, or other deduction calculations||$100/each*|
|Closing Documentation after Calculation||$50/each*|
|Closing Documentation without prior Calculation||$150/each*|
|Unusual or complex gift situations||$195/hour|
|Proposal & Closing Documentation (including agreement)||$150/each*|
*If this gets overly complex, it will move to the next rate of $195/hour.