Charitable giving can be a winning strategy for managing your tax liability. As we approach the end of the year, there are several ways to give to a charity or loved one with the added benefit of reducing your tax burden and taxable estate. Over age 73? Qualified Charitable Distributions are a great option for charitable gifting if you’re over …
Happy holidays from our team to you and your family! I sincerely hope that you have the opportunity to connect with others as we prepare to welcome the new year. As I reflect, I’m overcome with gratitude for our amazing clients who entrust us with very specific and personal goals. On behalf of our team, I express the greatest appreciation: …
In the latest news from The Trust Company of Tennessee, President Daniel Carter expresses holiday well-wishes; Relationship Manager Catherine Carter discusses reducing tax liability through charitable giving; and we share how we’re supporting our communities and celebrate new team members and honors for our team.
The Trust Company of Tennessee has hired Nicole “Nikki” Campbell as a customer service representative, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $5 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through …
Jack Davidson, chief strategy officer for The Trust Company of Tennessee, has won a Rising Star Award from the Association of Trust Organizations (ATO). Honorees are emerging trust industry leaders who contribute to the profession and are anticipated to serve within top industry roles. “Jack’s ability to contribute to the overall strategy and executive direction of our company while developing …
Three team members in The Trust Company of Tennessee’s Knoxville office have earned promotions. Kevin Fillers has been promoted to senior relationship manager; Sam Williams to client specialist; and Matt Zaczyk to associate relationship manager. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $5 billion under management. …
The Trust Company of Tennessee has hired Edna Gibson as a client specialist, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $5 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth management, …
Chief Investment Officer Miranda Carr shares insights from the quarter’s market and economic developments.
The Trust Company of Tennessee has hired Sonia Holas as a client service associate, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $5 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth …
The Trust Company of Tennessee has hired Vicky Cardwell as a client service associate, based in the firm’s Knoxville office. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $5 billion under management. The firm helps individuals, families, business owners and nonprofits make better financial decisions through wealth …
