Prior to the enactment of the Bipartisan Budget Act of 2015 (“BBA”), partnership audits were conducted exclusively under rules set […]
Read MoreNew Partnership Audit Rules under the Bipartisan Budget Act of 2015
March 15, 2017
Tag: CTC
DBA 6th Annual Legislative Reception
April 25, 2016
James A. Horty, III, Vice President of Commonwealth Trust Company attended the Delaware Bankers Association’s (“DBA”) 6th Annual Legislative Reception for members […]
Read MoreThe Trust Instrument: How Trustees Interpret Common Trust Provisions
Many considerations go into the planning and drafting of a trust instrument: For what purpose do you need the trust? […]
Read MoreCommonwealth Trust Company to Sponsor The Resource Group Annual Meeting
April 11, 2016
We are pleased to be a sponsor of the upcoming annual meeting of The Resource Group. As an Independent Directed Trust […]
Read MoreTrust 101: The Basics of Delaware Trust Planning
April 4, 2016
The following Trust 101 presentation highlights the “Basics” of Delaware trust planning featuring topics such as: Delaware Trust Planning, International […]
Read MoreStep It Up For Step-Up In Basis
March 17, 2016
The IRS announced the 2015 annual exclusion amount will rise to $5,430,000. The continued rise of the annual exclusion has […]
Read More2016 Annual Newsletter-Commonwealth Trust Company
February 4, 2016
Check out the Featured Article on International Developments Affecting Delaware Trusts, as well as the Special interests articles, The Directed Trustee […]
Read MoreCommonwealth’s President and DBA Board Member, Cindy Brown, meets with Delaware Congressional Delegation
December 4, 2015
On Monday, November 30th, Cynthia D.M. Brown, President of Commonwealth Trust Company and Member of the Board of Directors of […]
Read More2015 Delaware Trust Conference – Vintage Wealth Planning…Aged to Perfection
October 26, 2015
At The Delaware Bankers Association (DBA) Financial Education Alliance’s Tenth Annual Delaware Trust conference you will experience vintage wealth planning […]
Read More