News and Updates
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Epic Trust’s new tax services deliver year-round support
September 2, 2023
This summer has found Epic Trust’s tax team reflecting on this past tax season and developing new ways to better serve client needs in 2024.
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Congrats to Tsveti Reil on her U.S. citizenship!
June 6, 2023
If you had your taxes done at Epic Trust this year, you might have seen a new face around the Richland office, that of Tsveti
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Roth It to Insure It
March 27, 2023
Avoid passing on the ticking time bomb of taxes on qualified accounts to heirs
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New Year, New Goals
February 23, 2023
Tips for building a foundation key to goalsetting success
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Tyson Reil Amongst Coterie’s Top 5 Agents
February 2, 2023
Coterie Insurance Agency of Cincinnati, Ohio recently ranked Tyson Reil, Chief Marketing Officer and President of Insurance at Epic Trust among its top 5 agents for 2022.