Planned Gifts

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Gifts Team will be very pleased to help you.

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Washington News

Washington News

IRS Launches "Don't Take the Bait" Campaign

In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical email could be similar to the following: Subject: Tax Return From: Joe Taxpayer Hello: I got your email from the local directory. Hope you are doing good and actively involved in the tax filing season. I would like to file my tax return which includes that of me and my spouse. Details are below. I would like you to have a review and let me know the cost. Click Here to view my details. Regards, Joe Taxpayer If the tax preparer clicks the link to retrieve Joe's data, the tax fraudster downloads malware on the tax preparer's computer. The malware may pass client data to the tax fraudster. The tax fraudster will use this client data to file for fraudulent refunds. IRS Commissioner John Koskinen stated, "We are seeing repeated instances of cybercriminals targeting tax professionals and obtaining sensitive client information that can be used to file

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Personal Planner

Personal Planner

Integrity and Initiative

Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. Pat: "I've been thinking about our three children. They are

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Thursday July 20, 2017

News

Our News

Our News

Exciting events are happening at UIndy

Thank you for your interest in University of Indianapolis. Our hope is to serve you and your family with helpful information.

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Personal Planner

Personal Planner

Integrity and Initiative

Pat and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. Pat: "I've been thinking about our three children. They are

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Savvy Living

Savvy Living

The Hidden Dangers of Heartburn

Is regular heartburn or indigestion anything to worry about? My 60-year-old husband eats a lot of Tums or Rolaids throughout the day to help him manage it, but it keeps him up at night too. What can

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Washington News

Washington News

IRS Launches "Don't Take the Bait" Campaign

In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical email could be similar to the following: Subject: Tax Return From: Joe Taxpayer Hello: I got your email from the local directory. Hope you are doing good and actively involved in the tax filing season. I would like to file my tax return which includes that of me and my spouse. Details are below. I would like you to have a review and let me know the cost. Click Here to view my details. Regards, Joe Taxpayer If the tax preparer clicks the link to retrieve Joe's data, the tax fraudster downloads malware on the tax preparer's computer. The malware may pass client data to the tax fraudster. The tax fraudster will use this client data to file for fraudulent refunds. IRS Commissioner John Koskinen stated, "We are seeing repeated instances of cybercriminals targeting tax professionals and obtaining sensitive client information that can be used to file

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Thursday July 20, 2017

For Advisors

Washington News

Washington News

IRS Launches "Don't Take the Bait" Campaign

In IR-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A typical email could be similar to the following: Subject: Tax Return From: Joe Taxpayer Hello: I got your email from the local directory. Hope you are doing good and actively involved in the tax filing season. I would like to file my tax return which includes that of me and my spouse. Details are below. I would like you to have a review and let me know the cost. Click Here to view my details. Regards, Joe Taxpayer If the tax preparer clicks the link to retrieve Joe's data, the tax fraudster downloads malware on the tax preparer's computer. The malware may pass client data to the tax fraudster. The tax fraudster will use this client data to file for fraudulent refunds. IRS Commissioner John Koskinen stated, "We are seeing repeated instances of cybercriminals targeting tax professionals and obtaining sensitive client information that can be used to file

Find Out More ►