skip to Main Content
  • Facebook
  • LinkedIn
  • Youtube
  • Email
  • Client Login
Central Trust Company
Find a Location | Contact Us
  • Home
  • Solutions For You
    • Investment Management
    • Financial Planning
    • Retirement Plan Services
    • Trust & Estate Services
    • Business Services
    • Non-Profit Services
    • Second Opinion Service
  • Who We Are
    • Difference
    • Experience
    • Leadership
    • Team
    • History
    • Community
  • Insights
  • Search

Tax Planning

Tax planning is large part of your overall wealth management strategy and is important to knowing what to expect and how to avoid any tax surprises.

Birthdays_ Social Graphic

The Importance of Celebrating Birthdays

  • February 1, 2023
  • Retirement, Tax Planning, Uncategorized
Maybe you don’t get the big cake and piles of presents like when you were a kid, but birthdays are still worth celebrating. When it comes to financial planning, each milestone birthday brings new benefits and opportunities.
Read more
Tax Update Graphic_05-2022

Tax Update: Considering a Roth conversion? Now might be your chance.

  • May 20, 2022
  • Tax Planning
Given the recent volatility in the stock market, now might be a good time to consider a taxable Roth conversion.
Read more
Second Home Graphic

Second Homes & Tax Implications

  • April 29, 2022
  • Retirement, Tax Planning
Many people dream of having a place family can gather for vacation or a second home to spend winters once retired. Before making that purchase, there may be tax implications to consider.
Read more

Tax and Estate Strategies: What is a GRAT and Do You Need One?

  • March 23, 2022
  • Estate Planning, Tax Planning, Videos
While Grantor Retained Annuity Trusts (GRAT) can seem complex to some, they can really be simple when broken down. Because GRATs have the potential to provide significant tax benefits when interest rates are low, today’s interest rate environment may provide a good opportunity.
Read more
Virtual Currency-Tax Tip

Tax Tip of the Day: Spending Virtual Currency

  • August 11, 2021
  • Tax Planning
Every time virtual currency is “spent” on goods & services, a taxable transaction has occurred that needs to be reported on your tax return!
Read more
Planning for RMDs Desk Set Up

Planning for RMDs in 2021

  • April 1, 2021
  • COVID-19, Tax Planning
Amid a great deal of uncertainty in 2020 due to the ongoing coronavirus pandemic, we find ourselves once again navigating uncertain waters as it relates to tax planning for tax year 2021.
Read more

2021 Tax Season Checklist

  • February 2, 2021
  • Tax Planning
To prepare for tax filing season, there are several things you should take into consideration.
Read more

Uncertainty vs. Certainty of Death and Taxes

  • January 4, 2021
  • Charitable Giving, Financial Planning Library, Tax Planning, Videos
When uncertainty is all around, proactive steps you take help mitigate your personal financial risk and the uncertainties of life and the certainty of death and taxes.
Read more
Desktop calendar 2020

2020: The World Reshaped

  • December 30, 2020
  • Estate Planning, Investments, Tax Planning
From millions of jobs lost, political division, civil unrest, and market swings, to remote work and school. These events have reshaped our world.
Read more
Tax Banner

2020 Year-End Tax Planning Considerations & A Look Towards the Future

  • December 22, 2020
  • Tax Planning

By Kristin Carter, CPA – Vice President, Tax Officer As this challenging and unprecedented year comes to a close, there is still a small window of time to take stock of your tax situation and make some tax-advantageous moves for…

Read more
  • Page 1
  • Page 2
  • Next
FacebookLinkedInYoutubeEmail

More About Our Company

Careers
Central Bank
Central Bancompany
BestBanks2022

Solutions For You

Investment Management
Financial Planning
Retirement Plan Services
Trust & Estate Services
Business Services
Non-Profit Services
Second Opinion Service

Disclaimer

Products and services offered by Central Trust Company are not insured by the FDIC, are not deposits of or guaranteed by any depository institution or affiliate bank and are subject to investment risks, including possible loss of principal amount invested. Insurance products are available through and underwritten by non-affiliated insurance companies.

External Content

This icon indicates a link to third-party content. By clicking on this link, you will leave Central Trust Company’s website. You will access third-party content (a website or service) that is not owned or controlled by Central Trust Company or Central Bancompany. When you visit the third-party website or use the third-party service, you will no longer be protected by Central Trust Company’s privacy policy or security practices.

© 2023 Central Trust Company, A Division of The Central Trust Bank

AccessibilityPrivacy PolicyTerms & Conditions
Back To Top