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.

Contact Us

Washington News

Washington News

Large Tax Refund in 2017 - Check your Withholding

In IR-2018-163, the Service explained that taxpayers who received large 2017 refunds may be able to reduce their withholding amounts for 2018. Seven out of ten taxpayers in 2017 received a refund of $2,800 or more. These taxpayers should learn how the changes in tax law due to the Tax Cuts and Jobs Act (TCJA) changes will likely affect their 2018 taxes. Many taxpayers can lower their withholding and increase take-home pay. There are several changes made by the TCJA that may impact 2018 income tax returns. Many Americans will enjoy reduced tax rates or may be in a lower tax bracket. The favorable changes under the TCJA included lower tax rates and brackets, nearly double the standard deduction for married couples filing jointly and single individuals and a large increase in the Child Tax Credit. While these changes generally lower taxes, there were also some offsets. The personal exemption was eliminated, state and local tax deductions were limited to $10,000 per year and miscellaneous deductions were

Find Out More ►

Personal Planner

Personal Planner

Chronic Illness - Care of Your Person

If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease,

Find Out More ►

Gift Options

Create Your Plan

Tuesday August 21, 2018

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.

Find Out More ►

Personal Planner

Personal Planner

Chronic Illness - Care of Your Person

If you have a chronic illness, your personal planning will need to involve careful consideration of your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease,

Find Out More ►

Savvy Living

Savvy Living

Could You Have COPD?

I have struggled with some shortness of breath for the past five years or so. I just thought I was getting older and out of shape, but a friend recently mentioned I may have COPD. What

Find Out More ►

Washington News

Washington News

Large Tax Refund in 2017 - Check your Withholding

In IR-2018-163, the Service explained that taxpayers who received large 2017 refunds may be able to reduce their withholding amounts for 2018. Seven out of ten taxpayers in 2017 received a refund of $2,800 or more. These taxpayers should learn how the changes in tax law due to the Tax Cuts and Jobs Act (TCJA) changes will likely affect their 2018 taxes. Many taxpayers can lower their withholding and increase take-home pay. There are several changes made by the TCJA that may impact 2018 income tax returns. Many Americans will enjoy reduced tax rates or may be in a lower tax bracket. The favorable changes under the TCJA included lower tax rates and brackets, nearly double the standard deduction for married couples filing jointly and single individuals and a large increase in the Child Tax Credit. While these changes generally lower taxes, there were also some offsets. The personal exemption was eliminated, state and local tax deductions were limited to $10,000 per year and miscellaneous deductions were

Find Out More ►

Tuesday August 21, 2018

For Advisors

Washington News

Washington News

Large Tax Refund in 2017 - Check your Withholding

In IR-2018-163, the Service explained that taxpayers who received large 2017 refunds may be able to reduce their withholding amounts for 2018. Seven out of ten taxpayers in 2017 received a refund of $2,800 or more. These taxpayers should learn how the changes in tax law due to the Tax Cuts and Jobs Act (TCJA) changes will likely affect their 2018 taxes. Many taxpayers can lower their withholding and increase take-home pay. There are several changes made by the TCJA that may impact 2018 income tax returns. Many Americans will enjoy reduced tax rates or may be in a lower tax bracket. The favorable changes under the TCJA included lower tax rates and brackets, nearly double the standard deduction for married couples filing jointly and single individuals and a large increase in the Child Tax Credit. While these changes generally lower taxes, there were also some offsets. The personal exemption was eliminated, state and local tax deductions were limited to $10,000 per year and miscellaneous deductions were

Find Out More ►