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We strive to keep our friends and
clients abreast of current events and topics of
interest to help manage our local governments,
utilities and schools. Please let us know of
articles of interest that you would like to see in
future editions of footnotes.
To view a newsletter, click on the underlined
heading of the newsletter you'd like to view.
In this Newsletter:
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Is it cost effective to pay for an analysis of Circuit Breaker losses for your area? |
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Upcoming Conferences and Workshops |
September 17, 2008
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Having trouble balancing your budget? |
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Creating a vision for your organization, part 2 |
September 3, 2008
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Jim Cameron Promoted to Manager |
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Creating a Vision for Your Organization |
August 20, 2008
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Five Keys to Successfully Managing Your Arbitrage Rebate Calculation, Part 2 |
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Vayhan Wendt Earns Herschell J. Umbaugh Memorial Scholarship |
August 6, 2008
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School Bond Rating Upgrade |
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Five Keys to Successfully Managing Your Arbitrage Rebate Calculation |
July 23, 2008
In this Newsletter:
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HEA 1001's many effects on school districts |
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IRS to survey tax-exempt bond issuers regarding post-issuance compliance |
July 9, 2008
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Preserve your tax base - and your revenues |
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Subprime lending crisis, economic slowdown and governmental liquidity |
June 25, 2008
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The New World of Creating Budgets for Your Local Taxing Unit |
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Annexation Levy Appeal Restored |
June 11, 2008
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In distress from tax caps? There's an appeal for that. |
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The effect of HEA 1001 on the budget calendar |
May 28, 2008
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Changes to the TIF and redevelopment process |
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2008 Comparative Rate Studies now available |
May 14, 2008
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New procedures to adopt a Local Option Income Tax |
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What does it mean to be a CPA firm? – Part two of two |
April 30, 2008
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The new referendum process |
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What does it mean to be a CPA firm? – Part one |
April 16, 2008
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General Assembly enacts massive change |
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QPAs open for use by other municipalities |
April 2, 2008
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Update: Municipal Insurers' Rating Downgrades |
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Electronic Filing of Annual Reports to be Strongly Encouraged |
March 19, 2008
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2007: The "Perfect Storm" for Property Taxes |
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IACT Town Roundtables |
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Survival 101 - An Introduction to Municipal Accounting, Required Reporting and Budgeting |
March 5, 2008
In this Newsletter:
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The Property Tax Crisis: How did we get here? |
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Indiana Sales Tax and Utilities |
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Property Tax Shortfalls and Levy Excess |
February 20, 2008
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Debt Reporting Deadline Approaching |
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How Property Taxes are Collected and Distributed |
February 6, 2008
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The Municipal Bond Insurers Crisis - Part II
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Umbaugh Sponsors Indiana CPA Society's Annual Case Study Competition
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The Municipal Bond Insurers Crisis - Part I
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The Importance of Budgeting for Utilities
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In this Newsletter:
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Year-End Duties and Upcoming Deadlines
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Umbaugh in the Community
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When Every Dollar of Earnings Counts, Develop a
Structured Investment Program
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Richard Treptow to Retire
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Season's Greetings!
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November 28, 2007
In this Newsletter:
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Indiana's 2007 Property
Tax Crisis: Results |
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The Results Are In!
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November 14, 2007
In this Newsletter:
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Umbaugh Takes a Leadership
Role in NAIPFA Conference in Indianapolis |
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Your Guide to the Overload-Free Presentation
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Upcoming Conferences and Workshops
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In this Newsletter:
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Summer Retreat "Achieving
Success Through Teamwork" Provides
Inspiration |
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Reasons to Review Non-Recurring Charges
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In this Newsletter:
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Umbaugh Tackles Indiana
Property Taxes |
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After the Bonds Are Sold: Arbitrage Rebate
Considerations
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Firm Continues Growth with New Hires
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In this Newsletter:
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Mediation vs. Arbitration:
Know the Difference |
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Economic Development: Implementation of
Incentives (Once the Businesses Arrive)
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In this Newsletter:
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Indiana State Revolving
Fund (SRF) Loans Update - An Important Date |
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Economic Development: Attracting and Negotiating
with Developers
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In this Newsletter:
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Accounting and Reporting
For Debt |
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Economic Development:
Making Your Community Attractive to
Businesses |
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Upcoming Conventions and Workshops
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In this Newsletter:
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John Seever - 25 Years of
Service |
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Changes to Automatic Investment Deduction
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New County Boards Will Coordinate Capital
Projects, Budgets and Tax Rates Beginning in
2009 |
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Elizabeth Brown Earns First Herschell J. Umbaugh
Memorial Scholarship
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In this Newsletter:
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New Income Tax Capabilities Can Provide
Property Tax Relief, Fund Levy Growth or
Public Safety |
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Privatization
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In this Newsletter:
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Circuit Breaker Changes Bring Good News -
But Some Will See Revenue Loss |
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Accurately Allocating Shared Expenses May
Benefit Your General Fund
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In this Newsletter:
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Indiana General Assembly Changes Petition
And Remonstrance Process |
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Budget Season Review
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Upcoming Conventions and Workshops
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In this Newsletter:
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Indiana General Assembly Changes To Funding
And Financing Present Both Opportunities and
Challenges |
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IURC To Investigate Utility Sub-Metering
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Article Correction - May 16th, 2007 |
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Newly Released School Construction Cost
Thresholds
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In this Newsletter:
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2007 Property Tax Relief |
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Continuing Disclosure: Annual Report Filing for
Issuers of Bonds
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Property Tax Delays |
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Ratings - How They Impact Bond Issues
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The Challenges of an Aging Workforce |
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Upcoming Conventions and Workshops
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When Do I Make Continuing Disclosure? |
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The Power of Parity
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Customer Relations |
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Municipal Sewage Works and Stormwater Liens Can
Ensure Fee Collection
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What You Need to Know About OPEB and GASB 45 |
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Joe Doninger Retires
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In this Newsletter:
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Reporting Tax-Exempt Interest |
In this Newsletter:
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Negotiating the Perils of Tax Increment
Financing |
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Where Is The Money? Financing Alternatives
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Auditing Changes Implemented For Cities And
Towns - Part 3 of 3 |
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Remonstrance Rule Changes Anticipated |
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Umbaugh Becomes Founding Sponsor of IARC
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In this Newsletter:
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Managing Delays in Property Tax Receipts |
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Year-End Duties and Upcoming Deadlines
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Trending Is Here! |
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Seasons Greetings
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Executive Partner Recognized |
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Notice of Final Budget Recommendations (The 1782
Notice)
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Umbaugh Partners Reach Milestones |
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Funding Stormwater Management
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In this Newsletter:
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Umbaugh Partners Reach Milestones |
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Auditing Changes Affect Reporting For Utilities
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In this Newsletter:
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Umbaugh Partners Reach Milestones |
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Performance Measurement - Part 4: Implementation
Of Benchmarking
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In this Newsletter:
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Performance Measurement - Part 3. Steps
Toward Performance Measurement |
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Negotiating With Developers - Part 4. What Are
You Developing?
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In this Newsletter:
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Arbitrage Rebate Compliance |
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Fall Conventions and Workshops - Part 2
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Audit Preparation Increasingly Important |
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Fall Conventions and Workshops
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