Economic Update

Instead of our standard monthly economic update, we thought it would be worthwhile for you to hear directly from Johnson Bank Wealth Management’s Director of Trust Investments, Mike Petersen. Simply turn up the volume on your computer and sit back to listen to a brief overview of the economic and market news of 2011, as well as, our insights on what 2012 will bring.

tags: Economic Influences

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01 February
2012

topic: Investment, Tax

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Selling Stock? Tax Reporting Has Gotten Easier

Did you sell any stock in 2011 or do you plan to this year? Then you’ll be glad to know new federal regulations have put the burden of tracking your cost basis onto financial institutions, making it easier for you when filing your taxes. These new rules give you the ability to choose the reporting [...]

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01 February
2012

topic: Trust

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Considerations When Selecting a Trustee

A trustee is a person (or institution) selected to administer a trust. A trustee’s role is to adhere to the terms of the trust document and fulfill its objectives. A trustee can be an individual (professional or nonprofessional) or a corporate trustee, such as a bank or trust company.
Eligibility and tax considerations
As the trust’s grantor [...]

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