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  • Professional Advisor Resources
  • For Advisors

    Thursday June 13, 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...
    • 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...
    • Washington News
      At a Inflation Reduction Act industry conference held on June 5, Internal Revenue Service (IRS) Transformation Lead for Notifications and Scams, Kareem Williams, discussed the latest efforts to...
    • Case of the Week

      Gifts from IRAs, Part 10

      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...
    • Private Letter Ruling

      Portability Election Extension Granted

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

      Charitable Giving with LLCs, Part 2

      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,...