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Tax Planning

  • presidents on currency

    Securing Your Financial Future: Presidential Policies and Their Impact on Retirement Planning

    Feb 19, 2024

    As we observe President's Day, it offers a unique opportunity to reflect not only on the leadership and legacies of the United States' Commanders-in-Chief but also on the substantial impact…

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    Wealth Management Spotlight: Roth IRA Conversions - What are they and who can benefit from them?

    Apr 20, 2023

    Roth IRA Conversions might be good for those who are in a position where the taxes they are paying currently are lower than the total amount of taxes that would be paid on traditional IRA withdrawals…

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  • Breaking Down the CARES Act

    By Katie Seay on Apr 03, 2020

    CARES Act Provides Relief to Individuals and Businesses On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency…

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  • 2020 Federal Tax Deadline Postponed

    By The Trust Company on Mar 25, 2020

    Due to the coronavirus pandemic, the due date for filing federal income tax returns and making tax payments has been postponed by…

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  • Maximizing Charitable Gifts

    By Lucy Williams on Jun 13, 2019

    When we think of charitable giving, it usually means writing a check to a charity, taking whatever tax deduction is allowed, and…

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