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Tax Planning
5 Key Tax Strategies to Consider Before the Year End
As my colleague, Jonathan Henry, wrote in July, the One Big Beautiful…
The One Big Beautiful Bill Act
The One Big Beautiful Bill Act (the “BBB”) was passed by Congress…
Tax Season Checklist
Alongside this month's Trust Company Talks episode, we're sharing our Tax Season…
Income Tax Sunset
The Tax Cuts and Jobs Act (TCJA) was passed in 2017, and…
Year-End Giving Strategies
Americans have faced high inflation and rising interest rates over the last…
HSAs as a Tax-Efficient Savings Vehicle
You likely know that HSAs, or Health Savings Accounts, can be used…
Beneficiaries and Trusts
Trust Company of the South works with families to build, protect and…
An Important Tax Update
The IRS recently released inflation-adjusted items for the 2023 calendar year for…
A Strategy to Offset Higher Taxes
President Biden will soon turn his attention to comprehensive income tax reform…