What changes should you make to your investments in 2025? Join us as we discuss: Investment changes at The Trust Company of Tennessee to position client accounts for the future. Investment themes we think will drive markets in 2025. Future return assumptions for stocks, bonds, and real assets. Steps to take for your retirement plan […]
Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations, endowments, and quasi-endowments. Featured Speakers Miranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for […]
With the almost certainly impending sunset of many of the provisions enacted as part of the 2017 Tax Act, high net worth individuals and families should be considering sale, gift […]
We will cover planned giving and IRA areas of opportunity for nonprofits, both with current supporters and opportunities to uncover new prospective donors. Featured Speakers As Vice President and Managing Director of The Trust Company’s Chattanooga office, Zach Hurst provides holistic services to his clients, including budgeting and financial planning, portfolio management, retirement planning, tax […]
Wewill share some ways nonprofit investment committees can approach aligning their investment portfolios with their mission. Featured Speakers Miranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with […]
The bane of many a Trustee’s existence is the responsibility and potential liability associated with holding, and perhaps having to dispose of, trust property that does not readily lend itself […]
Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country’s political and economic climate. Far more often […]
There’s a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one’s point of view. Estate […]
Estate planners should help clients determine their philanthropic goals and develop the most effective strategies to attain those goals. This includes identifying the target donee(s) and ensuring that gifts, bequests […]
