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Trustmont Group News

Anthony C. Hladek named President of Trustmont Financial Group
After 27 years, Founder & President of Trustmont Financial Group, Inc., Peter D. Dochinez, has retired from his position as the firm’s... more >

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14 Sure-Fire Midyear Tax Planning Moves In ‘14
Even as we approach the midpoint of this year, it's still not clear whether some favorable tax provisions that officially expired last year will be extended retroactively into 2014. Yet while that uncertainty could affect your tax planning for this year, there's plenty we do know that you could act upon. Consider these 14 midyear tax strategies for '14:1. Sell securities at a gain. Despite recent tax law changes, you still can benefit from rules that give you a tax break on investment sales.more >

You Have Entered The Twilight Zone—Of Taxation
There's more to the federal income tax system than just a single calculation. In fact, upper-income taxpayers—especially those generating income from investments—actually must cope with five "dimensions" of taxation: (1) ordinary income tax; (2) capital gains and losses; (3) the alternative minimum tax; (4) the net investment income tax; and (5) a reduction of itemized deductions and personal exemptions. Here's a quick rundown:more >

Beware The NII Surtax On Trusts
Tax experts have warned that the new 3.8% Medicare surtax—which applies to "net investment income" (NII)—can be a formidable tax obstacle for upper-income investors. But the NII tax isn't just a concern for individual taxpayers. It also may affect trusts and estates. In fact, the overall impact on estates and trusts with substantial annual income might be even greater than the tax sting felt by wealthy individuals.more >

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Darren Miller swimming
Trustmont sponsors Darren Miller as he swims the straits and raises awareness for open-heart surgery in infants and children. darren-miller.com >>

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