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 […]
Publications, Blog, and News
Insights from the Commonwealth team to keep you updated.
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 […]
August 2, 2016
Modification of Irrevocable Trusts by Consent of the Grantor, the Fiduciaries, and the Beneficiaries
Delaware is now an even better place to create and administer trusts. On Friday, July 29, 2016, Delaware Governor Jack Markell […]
July 18, 2016
Commonwealth Trust Company Sponsors 43rd Annual Midwest-Midsouth Estate Planning Institute
Commonwealth Trust Company is a proud sponsor of the 43rd Annual Midwest-Midsouth Estate Planning Institute on July 28 & 29, […]
June 24, 2016
Delaware Business Times Interview with Commonwealth’s President Cindy Brown
Commonwealth’s President, Cindy Brown, was recently interviewed by the Delaware Business Times regarding the Trust and Wealth Management Minor at the […]