The beginning of a new year presents an opportunity for investors to recalibrate and review their goals. Often among these is a renewed endeavor to give back in a charitable fashion. While it may seem counterintuitive, the appropriate planning … [Read more...]
How the New Tax Structure Affects You
In late 2017, Congress passed a new tax law that will affect your taxes in 2018. There were many changes to the tax structure, both for people and businesses that may affect your decisions this year and come tax time next year. Here are some ways the … [Read more...]
Tax Reporting Mailing Dates
Important dates for taxes this year: Tax Form Mailing Dates - 2018 … [Read more...]
Tax Reform Arrives
By Jack Davidson, CPA, CFP® On Tuesday, December 19th, the House passed the tax reform bill with a vote of 227-203. The tax bill hit a late snag on Tuesday afternoon, as the Senate parliamentarian noted that the House-passed bill contained three … [Read more...]
Tax Reform for Nonprofits
The U.S. House of Representatives passed the long anticipated tax reform bill over two weeks ago on Thursday, November 16th. While the new taxation rates for both corporations and individuals have consumed the majority of headline news, the Tax Cuts … [Read more...]
How to Tell the Difference Between a (Tax) Plan and a Wish
Yesterday, the much-anticipated Republican tax plan was released to the public. Many hoped this document would provide specifics about what tax reform might actually look like. However, this latest draft is just an expanded version of the two-page … [Read more...]
Tennessee Tax Changes That Could Affect You!
Last year, Tennessee’s legislators and Governor enacted a repeal of the TN Hall Tax effective 2022 and a reduction of the rate from 6% to 5% beginning January, 1 2016. Last month, they went a step further in repealing the TN Hall Tax and reducing … [Read more...]
Tax Reporting Mailing Dates
Click Here for 2017 Tax Form Mailing Dates … [Read more...]
Tax Reporting Mailing Dates
You should expect the following forms from The Trust Company to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship Manager. Tax Form Postmarked Date Form 1099-R: Reports the taxable and … [Read more...]
2015 Tax Reporting Mailing Dates
You should expect the following forms from The Trust Company to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship Manager. Tax Form Postmarked Date Form 1099-R: Reports the taxable … [Read more...]