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    For Advisors

    Friday April 19, 2024

    Welcome! Our complimentary GiftLaw resources are available to all advisors. This complete tax-update service is useful to CPA's, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends.

    The Gift and Estate Planning staff for the Indiana Division are pleased to partner with you to assist in your clients' estate planning and charitable gift decisions. We are available to assist in helping you provide clients with clear and understandable gift illustrations. Please contact us for specific bequest language to best meet your client's wishes, especially if their gift is for a specific program or community.

    We provide free resources to give to your clients such as:
    • GiftLaw Pro
      GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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    • Deduction Calculator
      The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
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    • Washington News
      On the final weekend before taxes are due, the Internal Revenue Service (IRS) published two letters that caution taxpayers about the risks of tax advice found on social media and tax returns created...
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    • Case of the Week

      Gifts from IRAs, Part 2

      Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard...
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    • Private Letter Ruling

      Portability Election Granted

      Decedent died and was survived by Spouse. Decedent's estate (Estate) was not required to file an estate tax return, Form 706 under Sec. 6018(a). Estate represents there was an unused portion of...
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    • Article of the Month

      C Corporations and Charitable Giving

      Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications,...
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    Professional Advisor Resources

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    PRIVACY STATEMENT

    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.