Newsletters
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Client Alert: Corporate Transparency Act
Trust Company of Vermont would like to alert you to the new Corporate Transparency Act (CTA), which went into effect on January 1, 2024. -
Keep Calm and Reply On
Few experiences are as jarring as receiving correspondence from the Internal Revenue Service (IRS). -
Keeping Assets Safe
One of my favorite things to do in this line of work is help people, whether it means helping a colleague learn about irrevocable trust tax returns, walking a client through a complicated financial plan, or just giving general advice to someone who asks. -
Reminder: Beneficiary Designations
ONE OF TRUST COMPANY OF VERMONT’S core services is helping clients implement basic estate plans. -
A note from Chris Cassidy, CEO
WHEN I STARTED WORKING twenty years ago, one of my goals was to make smart financial choices -
Gifting to Grandchildren
The great thing about implementing a gifting program for grandchildren is that, if you start when they are young, there is a lot of time for gifted assets to accumulate and appreciate. -
A note from Chris Cassidy, CEO
MY FIRST EXPERIENCE with LLCs came in my early twenties. A few friends and I started up an LLC to… -
Financial & Lifestyle Planning
By Jill Dolan and Katie Gardner It has been a full year since we rolled out our enhanced Financial Planning… -
Plan Early and Be Flexible
By Nathan Alexander, CPA,CFP The number of small businesses seeking an exit and transition strategy appears to be at an… -
Simply Different
By Chris Lafayette, CFA It’s always fun speaking with prospective clients. Typically, people end up in our office for the… -
Welcome to the Keene Office
We are pleased to announce the opening of our newest office, located at 81 Court Street, in Keene, N.H. Former… -
The Significance of a Logo
By Chris Cassidy, CEO Anyone who has seen TCV account statements, letterhead, business cards or company apparel has undoubtedly seen… -
“Good times never seem so good…”
By Chris Lafayette, CFA “Bull markets climb a wall of worry” is a notion seasoned investors are likely familiar with…. -
Best wishes, Chris!
Please join us in congratulating Chris Chapman on his retirement! Chris has been an invaluable employee-owner of TCV for twenty-one… -
Set It & Forget It: Is your estate plan ever really done?
By Lisa Counsell Are any of you Gardeners? I am. Vegetables, not just flowers. Winter is long. By April my… -
Stick to what you know or seek help
By Chris Cassidy, CEO I initially enrolled in college planning to be an English major. I took several English courses… -
A List for Long Term Capital Management
By Paul Copeland AUGUST 1998 was the 3rd worst month for stocks in the last 50 years, with the market… -
Do you really need an estate plan?
By Jeanne Blackmore There are some questions that you should ask only if you are prepared to accept the answer,…
