September 8, 2017
Trust Act 2017
Signed into law by Governor Carney on August 30, 2017, Trust Act 2017 includes a number of changes to Title […]
Publications, Blog, and News
Insights from the Commonwealth team to keep you updated.
July 18, 2017
44th Annual Midwest-Midsouth Estate Planning Institute
Commonwealth Trust Company is a sponsor of the 44th Annual Midwest-Midsouth Estate Planning Institute. The Institute will be held on […]
May 10, 2017
STEP Miami 8th Annual Summit
Commonwealth Trust Company is a sponsor of the STEP Miami 8th Annual Summit. The Summit will be held on May […]
March 15, 2017
New Partnership Audit Rules under the Bipartisan Budget Act of 2015
Prior to the enactment of the Bipartisan Budget Act of 2015 (“BBA”), partnership audits were conducted exclusively under rules set […]
13th Annual International Estate Planning Institute
Commonwealth Trust Company is a sponsor of the 13th Annual International Estate Planning Institute in New York, NY. The institute […]
October 7, 2016
Amy Brown Joins Commonwealth Trust Company as Director of Business Integration
Commonwealth Trust Company announced today that Amy S. Brown has joined the firm to further develop their growing portfolio of […]
September 20, 2016
Commonwealth Trust Company Sponsors the Southern California Estate Planning Forum
Commonwealth Trust Company is a proud sponsor of the Southern California Estate Planning Forum October 20-21, 2016 at The Manchester Grand […]
September 14, 2016
Commonwealth Trust Company Sponsors the ACTEC 2016 Mid-Atlantic Regional Meeting
Commonwealth Trust Company is a proud sponsor of the ACTEC 2016 Mid-Atlantic Regional Meeting September 16-18, 2016 at the Hotel duPont […]
August 5, 2016
Proposed Regulations for Section 2704 of the Internal Revenue Code
Today, valuation discounts are permitted for interests in closely held family entities for transfer tax purposes. However, proposed regulations under […]