A mighty team with decades of combined experience works behind the scenes to manage a huge load of important duties: the tax department. As we gear up for the big push of tax season, it’s a great time to spotlight this group and its integral role in serving clients through timely, seamless, efficient and accurate tax reporting. Chief Legal Officer …
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.
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, …
Construction firms have been struggling to attract enough trade professionals to keep projects on schedule, but there’s another mountain ahead that may be even harder to climb: finding new leaders who are comfortable standing at the top of the figurative ladder. Construction Executive talked with The Trust Company Senior Vice President Sheryl Linck on how to smoothly transition your business …
The Trust Company of Tennessee raised $147,129 for the United Way through its employee campaign that featured a variety of fundraisers and awareness events, including a kickoff, Singo – the singing version of bingo – garage and bake sales, and an announcement celebrating the firm exceeding its $145,000 goal. Founded in 1987 and with offices in Chattanooga, Knoxville and the …
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 …
