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  • Professional Advisor Resources
  • For Advisors

    Tuesday September 26, 2023

    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
      In IR-2023-174, the Internal Revenue Service (IRS) reminded taxpayers in California, Alabama and Georgia that their tax returns and certain tax payments for 2022 are due on Monday, October 16,...
    • Case of the Week

      George's "UT to Green Gift Annuity" Conversion

      George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His diligence was quickly recognized by...
    • Private Letter Ruling

      Extension Permitted to Opt Out of GSTT Exemption Allocation

      Decedents established an irrevocable Trust for the benefit of their grandchildren. In the terms of Trust, a separate trust is established for each of the donor's grandchildren. Decedents made...
    • Article of the Month

      Section 1031 Exchanges and Charitable Giving, Part Two

      Many professional advisors have clients who are real estate investors. Over the years, these investors have purchased and sold properties under Sec. 1031 to defer recognition of capital gains. Over...