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Giving to Charities in 2018
22 February, 2018
“I am not going to give to charity in 2018 because I can no longer receive a tax deduction for my ...
IRA and Retirement Plan Limits for 2018
15 December, 2017
The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100 p...
Will I have to pay tax on my investment income?
15 December, 2017
Answer: The taxation of your investment income depends on several factors, including the type of inv...
Meet Mary Carlson
15 December, 2017
Mary Carlson is a senior administrative associate who works primarily with personal trusts. She also...
Tax Moves to Review Before Ringing in the New Year
15 December, 2017
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year....
We Strive to Serve You Well
15 December, 2017
In an effort to stay engaged with those we serve, we are excited to launch our new company newslette...
More Than a Trust Company
15 December, 2017
Before I joined Heartland Trust Company, I knew about its great reputation in our community and thro...
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