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Tuesday May 24, 2022


Thank you for your interest in University of Findlay. Our hope is to serve you and your family with helpful gift planning information.

Personal Planner

Bypass the Estate Tax

The American Taxpayer Relief Act of 2012 created permanent rules for federal estate planning. These principles are helpful in creating estate plans, since there now is reasonable certainty. Estate Exemption – For the years 2018 through 2025,...

Washington News

IRS Highlights Improved Taxpayer Service

The House Ways and Means Subcommittee on Oversight held a hearing on May 18, 2022 to discuss ways for the IRS to improve the taxpayer experience. IRS Chief Taxpayer Experience Officer Kenneth Corbin stated, "I am a firm believer that taxpayer service...

Savvy Living

Travel Discount Tips for Seniors

What are some of the best travel discounts available to seniors? My spouse and I are about to retire and are interested in traveling more but live on a tight budget. There are hundreds of different travel-related discounts available to senior...