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 Warns of Scam Targeting Tax Professionals

On January 9, the IRS released a warning to tax professionals in IR-2018-2 after receiving numerous reports of heightened fraud activity. The reports reveal that cybercriminals are sending emails posing as potential clients or the IRS in an effort to lure sensitive client data from tax practitioners. In recent days, tax professionals have contacted the IRS after receiving fraudulent emails from cyber thieves posing as potential clients. The thief will often send an introductory email followed by a second email containing a phishing link, or an attached document containing a phishing link, claiming his or her tax data is enclosed. If clicked, the link or attachment could install malware on the tax professional's computer and enable the cybercriminal to gain access to the practitioner's client accounts and sensitive data. After several data breaches last year, the IRS is cautioning tax practitioners to be on high alert this tax filing season. Cybercriminals may attempt to use illegally obtained client data to impersonate

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Personal Planner

Personal Planner

Trusts for Creative Spenders

Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts

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Gift Options

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Saturday January 20, 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.

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Personal Planner

Personal Planner

Trusts for Creative Spenders

Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts

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Savvy Living

Savvy Living

Help With Home-Care Bills

Do you know of any resources that can help with my mother's home-care bills? My mother is recovering from a stroke and needs in-home care, but she does not have long-term care insurance and I was told

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Washington News

Washington News

IRS Warns of Scam Targeting Tax Professionals

On January 9, the IRS released a warning to tax professionals in IR-2018-2 after receiving numerous reports of heightened fraud activity. The reports reveal that cybercriminals are sending emails posing as potential clients or the IRS in an effort to lure sensitive client data from tax practitioners. In recent days, tax professionals have contacted the IRS after receiving fraudulent emails from cyber thieves posing as potential clients. The thief will often send an introductory email followed by a second email containing a phishing link, or an attached document containing a phishing link, claiming his or her tax data is enclosed. If clicked, the link or attachment could install malware on the tax professional's computer and enable the cybercriminal to gain access to the practitioner's client accounts and sensitive data. After several data breaches last year, the IRS is cautioning tax practitioners to be on high alert this tax filing season. Cybercriminals may attempt to use illegally obtained client data to impersonate

Find Out More ►

Saturday January 20, 2018

For Advisors

Washington News

Washington News

IRS Warns of Scam Targeting Tax Professionals

On January 9, the IRS released a warning to tax professionals in IR-2018-2 after receiving numerous reports of heightened fraud activity. The reports reveal that cybercriminals are sending emails posing as potential clients or the IRS in an effort to lure sensitive client data from tax practitioners. In recent days, tax professionals have contacted the IRS after receiving fraudulent emails from cyber thieves posing as potential clients. The thief will often send an introductory email followed by a second email containing a phishing link, or an attached document containing a phishing link, claiming his or her tax data is enclosed. If clicked, the link or attachment could install malware on the tax professional's computer and enable the cybercriminal to gain access to the practitioner's client accounts and sensitive data. After several data breaches last year, the IRS is cautioning tax practitioners to be on high alert this tax filing season. Cybercriminals may attempt to use illegally obtained client data to impersonate

Find Out More ►