The Trust Company of Tennessee has promoted Kelly Geasland to IRA specialist, supporting the firm’s focus on wealth management. Since joining The Trust Company of Tennessee in 2015, Geasland has served as an operations specialist, specializing … [Read more...]
‘American Families Plan’ tax considerations
On April 28, the White House released the “American Families Plan.” While these changes are still speculative, we have the opportunity to plan ahead and better position ourselves for the tax changes that could be coming. Top Individual Income Tax … [Read more...]
The Trust Company of Tennessee promotes Cates to vice president of marketing
The Trust Company of Tennessee has promoted Lindsay Cates to vice president of marketing. She is responsible for marketing strategy to enhance client experience and support business development and retention. Since joining The Trust Company of … [Read more...]
What’s next for income taxes?
As tax filing season wraps up, we find many clients asking, “What will my tax bill look like next year?” We certainly don’t pretend to know what Congress will do, but the White House released a fact sheet for the American Families Plan (AFP). We … [Read more...]
The Trust Company of Tennessee adds Ranisate as operations specialist
The Trust Company of Tennessee has hired Michael Ranisate as a Retirement Plan Services (RPS) operations specialist. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has … [Read more...]
The Trust Company of Tennessee again earns national retirement plan recognition
The Trust Company of Tennessee again has earned national recognition for its retirement plan services by the National Association of Plan Advisors (NAPA). The list of the Top Defined Contribution (DC) Advisor Multi-Office Firms includes 31 … [Read more...]
The Trust Company of Tennessee News | Q1 2021
From Knox.biz: Why these Knoxville businesses are adopting a hybrid work model long term
From Knox.biz, March 2021. The Trust Company spent the end of 2019 testing remote work for an employee, a first for the company. "We tried it and it was great," said Jack Davidson, chief strategy officer for The Trust Company of … [Read more...]
The Trust Company of Tennessee adds Bonilla as client service associate
The Trust Company of Tennessee has hired Kendra Bonilla as a client service associate. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $4 billion under … [Read more...]
The Trust Company of Tennessee expands business advisory services
The Trust Company of Tennessee has expanded its business advisory services to assist owners of privately held businesses plan for succession and is offering a specialized readiness assessment to help determine preparedness and create a road map for … [Read more...]
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