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Don’t Miss Redevelopment Commission 2018 Reporting Deadlines

By Matt Eckerle, Principal, February 07, 2018
Latest News

Redevelopment Commissions must meet several reporting deadlines during the 2018 calendar year. It is important to adhere to these 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.

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

By Paige E. Sansone, CPA, Partner, February 07, 2018
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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Umbaugh #5 in National Rankings

By Umbaugh Announcements, February 01, 2018
Latest News

Once again, we are proud to be ranked in the top ten of all municipal advisors in the U.S. by the Thomson Reuters reporting company. For 2017, Umbaugh ranked fifth in the nation for the number of public market municipal bonds with a par amount of $10 million or less.

Moreover, Umbaugh served as municipal advisor to more than 344 bond issues in 2017 ranging from $237,000 to over $285 million and totaling over $3.4 billion par. These statistics include the Indiana State Revolving Fund, USDA Rural Development financings, and private placements on which Umbaugh worked last year.

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Upcoming Deadlines for 2018

By Paige E. Sansone, January 25, 2018
Latest News

As the New Year begins, it is time to focus on wrapping up the previous year. At the close of December, all records must be posted and reconciled with bank statements as promptly as possible. Utilities and other departments maintaining separate records must also be reconciled. Below are upcoming deadlines prescribed by the State Board of Accounts for the first few months of the year. Please note that this is not a comprehensive list; you should check the State Board of Accounts Accounting and Compliance Guidelines Manuals for more information at http://www.in.gov/sboa.

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Umbaugh Partner Doug Baldessari Elected IWEA Vice President

By Announcements, January 25, 2018
Latest News

Doug Baldessari, CPA, has been elected Vice-President of the Indiana Water Environment Association (IWEA). He begins his term this month. He has served on the IWEA Board of Directors for the past three years as Secretary/Treasurer. Doug has also been involved with IWEA through his service on the Joint Utility Management Committee and as the Utilities Industry Group Leader for Umbaugh.

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Umbaugh Announces New Partner

By Umbaugh Announcements, January 11, 2018

We are proud to announce Belvia B. Gray became a partner at Umbaugh on January 1st. Belvia has been involved in many areas of practice at Umbaugh, but she is especially active in bond issues for schools and libraries, budgeting and legislative analysis. She is a registered municipal advisor with the U. S. Securities and Exchange Commission (“SEC”).

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Promotion to Principal

By Announcements, January 11, 2018

Andre J. Riley was selected for promotion based on his commitment to Umbaugh’s core values of Excellence, Innovation, Independence, Integrity and Collaboration.

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A Property Tax Abatement Checklist

By Matt Eckerle, Principal, November 16, 2017
Latest News

Property tax abatement is a widely used tool in the economic development incentive “toolbox” available to local governments in Indiana. Abatement differs from TIF, another local incentive tool, in that the incentive mechanism is driven by property tax savings rather than revenue generation.

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The 27th Pay Period Conundrum

By Daniel A. Hedden, CPA, Partner, November 16, 2017
Latest News

Every few years we experience a phenomenon caused when the calendar eventually results in a 27th bi-weekly payday. Although it may not sound like a big deal, this phenomenon often leads to many questions and concerns.

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Tax Bill Jeopardizes Certain Municipal Bond Financing Tools

By Umbaugh Announcements, November 10, 2017
Latest News

Congress is currently considering H.R. 1, which passed the House Ways and Means Committee yesterday. In its current form, the bill proposes substantial changes to the federal tax code. Since the House Ways and Means Committee approved the bill, it is expected to be considered by the full House of Representatives for a vote. The Senate Finance Committee bill under consideration is hoped to be more favorable to municipal issuers.

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