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Public Finance Leadership Summit Wrap Up

By Umbaugh Announcements, March 16, 2017
Latest News

Thank you to everyone who attended the inaugural Indiana Public Finance Leadership Summit last week in Carmel. It was a rousing success!

Approximately 200 people were in attendance to learn the latest developments in public finance, intergovernmental collaboration and best practices from recognized industry experts and national leaders.

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Who? What? When? Where? How?

By Heidi L. Amspaugh, CIPMA, Principal, March 08, 2017
Latest News

New requirements for the DLGF TIF Management Report due April 15th.

Redevelopment Commissions must meet many reporting deadlines through the year, as detailed in a previous Vision article “Redevelopment Commission Annual Requirements” (hotlink here). Here’s a deep dive into information needed for the required Department of Local Government Finance TIF Management Report which is due April 15th.

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Considering Changes in Your Local Income Tax

By Jason G. Semler, CPA, Partner, March 08, 2017
Latest News

You have probably finished submitting your 1782 notices and finalized your budgets for 2017. Now is the time to think ahead to your 2018 budget. Making changes now to your Local Income Tax calculations could increase revenues or reduce circuit breaker losses.

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WIFIA Assistance Available

By Scott A. Miller, CPA, Partner, March 02, 2017

In 2014, Congress passed the Water Infrastructure Finance and Innovation Act of 2014 which established a federal credit program known as WIFIA. Administered by the U.S. Environmental Protection Agency (EPA), the program is designed to accelerate investment in water and wastewater infrastructure projects that have national or regional significance. Since adoption, EPA has worked to develop the rules and framework for the program and is now ready to begin funding projects. In legislation adopted late last year, Congress provided $20 million in budget authority which EPA estimates may provide more than $1 billion in credit assistance and may finance over $2 billion in water infrastructure projects.

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Don’t Miss Redevelopment Commission 2017 Reporting Deadlines

By Matt Eckerle, Principal, March 02, 2017
Latest News

Redevelopment Commissions must meet several reporting deadlines for calendar year 2017. It is important to adhere to the requirements as the DLGF tracks compliance and failure to meet the excess notification and neutralization deadlines can jeopardize your ability to capture incremental assessed value. Below is an outline of filing and deadline requirements for 2017 with links to more detail:

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Promotion to Principal

By Umbaugh Announcements, February 23, 2017

Heidi Amspaugh was selected for promotion based on her commitment to Umbaugh's core values of Excellence, Innovation, Independence, Integrity and Collaboration.

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Gateway Debt Affirmation Deadline is March 1

By Susan Borries Reed, Director of Disclosure Strategy and Services, February 23, 2017
Latest News

As you are aware, the Gateway Debt Affirmation deadline for all units is March 1, 2017. We have noticed a lot of our clients have not yet completed this. The affirmation process requires you to log into the Gateway Debt Management file and review the debts previously submitted. Make sure all your debt is listed and current and all matured or refinanced debt is marked as “retired”. If everything is correct, then sign the affirmation statement and it is completed. If you have any new bonds or lease-to-purchase debt that has not been entered, it will need to be entered and submitted before signing the affirmation statement.

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Umbaugh Announces New Partners

By Umbaugh Announcements, February 16, 2017
Latest News

We are very proud to announce Loren Matthes, Jesse Nelson, Deen Rogers, Jeff Rowe and Eric Walsh all became partners at Umbaugh on January 1st. Together they have over 78 years of experience at Umbaugh.

We value all our personnel and are especially pleased to watch someone meet the challenges presented and grow into greater responsibilities. You may click on their name or picture below to read more about them.

Congratulations!

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Long-Term School Corporation Financial Planning-Part 2

By Belvia B. Gray, CIPMA, Principal, January 26, 2017
Latest News

In a prior issue of Vision we talked about how important long-term capital planning is for managing the overall debt payments for a school corporation. We talked about different ways in which new money bonds could be structured to meet the current and future needs of the school corporation. In this article, we’ll focus on another tool for managing the overall debt payments – refunding of existing debt.

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Other Post-Employment Benefits (OPEB) Filing Due March 1

By Paige E. Sansone, CPA, Partner, January 26, 2017
Latest News

What is OPEB?

“OPEB” stands for Other Post-Employment Benefits. Pension is the most common post-employment benefit. As the name suggests, Other Post-Employment Benefits (“OPEB”) are benefits other than pensions. Typical examples are health, dental, vision and life insurances; prescription or other healthcare benefits; and other benefits provided to eligible retirees and, in some cases, their beneficiaries.

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