by Beth Enneking | Dec 10, 2018 | ClearPoint Update
One of our roles as your trustee and record keeper is to provide data to help you complete your state annual reports. We stay in contact with the states about annual report changes to ensure we are up to date on the state requirements and deadlines, and...
by Beth Enneking | Nov 12, 2018 | Tuesday Tip
Our Tuesday Tips for year-end planning continues this week with a few tax preparation tips, as it pertains to Trust Taxes, specifically Qualified Funeral Trusts. We also have included a few noteworthy 2018 tax updates. Investment Portfolio Rebalancing – Review Tax...
by Beth Enneking | Nov 12, 2018 | Tuesday Tip
56 Days until Christmas and 2 months until the end of 2018 and the beginning of 2019. As we prepare to close another year, now is a good time to start cleaning up your trust business in preparation for the year-end reports. The following are 3 easy tips to begin your...
by Beth Enneking | Oct 18, 2018 | ClearPoint Update, Press Releases
On Monday, October 15, 2018, our team was honored to participate in the Funeral Service Foundation Donor Reception in Salt Lake City, UT. ClearPoint has pledged to donate $25,000 to the Funeral Service Foundation over the next five years. Funeral Service Foundation...
by Beth Enneking | Jul 19, 2018 | ClearPoint Update
ClearPoint Federal Bank & Trust (“ClearPoint”), an industry leader in providing fiduciary services, investment management, and recordkeeping services to members of the death care industry, celebrates two decades of service this year, marking the...
