News and Updates
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.
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
Roth It to Insure It
March 27, 2023
Avoid passing on the ticking time bomb of taxes on qualified accounts to heirs
New Year, New Goals
February 23, 2023
Tips for building a foundation key to goalsetting success
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.
