Utah State University

Planned Giving

Monday January 27, 2020

News

Campus Gift News
Exciting events are happening at USU
Thank you for your interest in Utah State University. Our hope is to serve you and your family with helpful information.
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Personal Planner - 'Wait A While' Trust
'Wait A While' Trust
Bill and Clara were talking to their attorney Susan about their family. Clara: "It may be time to start the inheritance process. Our children are now ages 35, 37 and 38. We might...
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Savvy Living - Monitoring Solutions for Loved Ones with Dementia
Monitoring Solutions for Loved Ones with Dementia
My husband, who lives at home, has dementia and I worry about him wandering off and not being able to get back. Can you recommend some monitoring technology devices or any other...
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Washington News - IRS Provides a Tax Preparation Tip
IRS Provides a Tax Preparation Tip
In IR–2020–17, the Service warned taxpayers about "ghost" preparers who are not willing to sign returns. Some "ghost" preparers promise large refunds from these tax returns. Under federal law, a tax preparer must have an IRS Preparer Tax Identification Number (PTIN). A paid preparer must sign each return and include his or her PTIN. If a tax preparer is not willing to sign the return, consumers should be on guard. This is particularly a risk if the tax preparer promises a large refund or if a preparation fee is based on the size of the refund. Your ghost...
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