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 document the White House released in April. The framework touches almost every tax category in the Code with the following proposals. Individual …
Planning in advance for a disaster
With all the disasters that have happened recently, it never hurts to make sure that we are prepared for the worst. The Federal Emergency Management Agency, the American Red Cross and the Centers for Disease Control and Prevention all provide checklists to help you get started. Those lists are the essentials of tangible items for personal survival, but there are …
Equifax Security Breach – What to do??
We want to pass along info on the Equifax security breach and what steps to consider even though THE TRUST COMPANY HAS NOT HAD A SECURITY ISSUE . We encourage you to read the articles linked at the bottom. Acco rding to the Federal Trade Commission, “there’s a good chance that you’re one of the 143 million American consumers whose sensitive personal information was …
DOL Update Seminars Sep. 26-28: Kingsport, Abingdon, Chattanooga & Knoxville
Please Join us for the following DOL Update Seminars in the following cities: Date Time Location Who Attends? Sponsors Register Tuesday 9/26 8:00 AM Kingsport TN Plan Sponsors The Trust Company, Brown Edwards CPAs, Vanguard Click Here Tuesday 9/26 11:30 AM Abingdon VA Plan Sponsors The Trust Company, Brown Edwards CPAs, Vanguard Click Here Wednesday 9/27 7:30 AM Chattanooga TN …
How to shut down creative thievery
Financial scams seem be running rampant. A friend recently fell victim. Someone purporting to be her emailed her assistant asking for a wire from her personal account. The email looked just like my friend’s email. It wasn’t “spoofing” but really was from her email address. (Spoofing, I have learned, is when the email looks like it is from someone you know, …
3 Planning Points for Loved Ones
Originally published in the Knoxville News Sentinel Since I have been writing about my journey with my parents, I thought I would continue on the path of things we all need to do for ourselves, as well as our loved ones. There are three points that I would like to make in this article: advanced health care planning, your legacy …
Top Work Place 2017, Leadership Award
We are proud to be recognized by the Knoxville News Sentinel as a Top Work Place for 2017. We are also very pleased to share that our President, Daniel Carter has been recognized for his leadership. The surveys conducted polled employees on various workplace topics and out of the area’s 3,000 small businesses, we were awarded a top …
Families working for the benefit of parents
Originally published in the Knoxville News Sentinel As you know from my last column, mom moved to a retirement community recently. My dad is still living at home in Atlanta. (My parents divorced when I was 15 years old.) We now have caregivers for dad 24/7. My brothers also live in Atlanta and are coordinating dad’s care. This is a …
Spring 2017 News
Click here for our Spring 2017 News: Newsletter | Spring 2017
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 rates paid by residents. The following schedule outlines the changes and effective dates: 4% of …