Updates

You should expect your tax forms from The Trust Company of Tennessee to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship Manager.

You should expect your tax forms from The Trust Company of Tennessee to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship Manager.

As 2022 comes to a close, with markets down and in the wake of record inflation and rising interest rates, there are several factors and strategies to consider for mitigating taxes in the coming year. 1. The IRS released changes...

The Trust Company of Tennessee considers tax efficiency in our portfolios. Investment selection and asset allocation are important factors; minimizing the amount of taxes generated in an account also has a significant effect in allowing you to keep more money....

While it may not feel like it, tax rates are historically favorable now. Current proposals being discussed in Congress suggest that changes are coming. Rates might be out of your control, but you can takes steps to make the best decisions...

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...

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...

You should expect your tax forms from The Trust Company of Tennessee to be postmarked on, or before, the following dates. If you have any questions, please contact your Relationship Manager.

During his presidential campaign, Joe Biden outlined his tax policy proposals1, which included rolling back key provisions from the Tax Cuts and Jobs Act (TCJA). An analysis by the Tax Foundation estimated the Biden plan would raise tax revenue by...

Regardless of your phase in life, there are opportunities to maximize your tax efficiencies and improve your long-term financial outlook by taking action before year end.