Welcome!

All orders received before 12:00pm EST will be shipped the same day.

New Service Offerings!

We now have new and enhanced services available.  As a Distribution Partner, you will receive the lowest rate available on fiduciary handbooks.  Benefits include product discounts, complimentary customized labels, and free advertisement on our website and in the handbooks.  Co-branding, another service, allows you to personalize the fiduciary materials you already use.  Customize a fiduciary placemat or card with your firm's logo for your next conference or presentation.  Click the Special Services tab to explore these new services available to you.

Discount Codes

Note the following discount codes that are available for some products. Customers must be members of the corresponding group to be entitled to the discount. Your contact information will be checked against our records to verify your group status:

Complimentary Legal Memoradum - LEGAL
AICPA Members - CPA
Center for Fiduciary Studies Designees - CFSD
Center for Fiduciary Studies Graduates - CFSG
Fiduciary Analytics Subscribers - FAS

* Please note: There is a place to enter your discount code during the payment process.  It is located below the Shipping Options section. 

View product discounts by membership status.