Newsletters
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Changes to Retirement and IRA Contributions for 2025
By Ashley Neary, CISP THE IRS ANNOUNCED MANY CHANGES for 2025 which will allow you to save more for your… -
Patience and Awareness
By Gary Gibbs Often when an asset class enjoys significant relative outperformance, there begins to be talk of a bubble. Whether… -
The Bradley House and the greater awareness of Estate Planning
By Jack Davidson When I arrived in Vermont in 1970, my wife and I bought an old house that was built… -
Optimize Your Tax Strategy with Roth IRA Conversions
By Devon Walsh Roth IRAs and Traditional IRAs- What are the Differences? With a Traditional IRA, you can contribute pre-tax… -
Avoiding Probate
By Livia DeMarchis, Esq. When putting in place an estate plan, a main goal for most clients is avoiding the need… -
Newsletter introduction
By Chris Cassidy WHEN I FIRST BEGAN my career at Trust Company of Vermont, I made contributions each year to… -
2025 Tax Guide
A quick reference guide for 2025 tax planning Each year, the IRS updates various tax provisions to keep pace with… -
Change is the Constant
By Chris Lafayette, CFA ON THE SURFACE, 2025 seems to have the potential to bring greater change than usual, particularly… -
Community
By Lisa Counsell, CTFA I had the honor, recently, of being asked to join a panel of professionals for an… -
Solace in the Mountains
By Jack Davidson Christopher Cassidy, our President & CEO, announced in our last newsletter that although now retired I will… -
Sharry Rutken Retires!
All our employee-owners have special qualities. Sharry stands out for her calm, kind, thoughtful and approachable nature. She has been… -
Estate Tax Planning in Uncertain Times
By Jeanne Blackmore, ESQ. Before the recent election, Trust Company of Vermont often encouraged clients with state or federal taxable… -
Determining State Tax Residency
By Nathan Alexander, CPA, CFA(R) As many of our clients split time living between multiple states, we thought it would… -
CEO Introduction
By Chris Cassidy EVERY JANUARY millions of Americans make resolutions for the upcoming year. Since research shows that describing your… -
Building an Investment Philosophy
Investing is both an art and a science, demanding patience, and a deep understanding of the businesses we choose to… -
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The Sunset of the Tax Cuts and Jobs Act
By Livia DeMarchis, Esq. The law known as the Tax Cuts and Jobs Act of 2017 (the “TCJA”), P.L. 115-97,… -
The Corners on Main Street in a Second Half of Life
By Jack Davidson As a recently retired founder of TCV, I have not, as they say, left the family. The…
