News and Updates
Congrats to Tsveti Reil on her U.S. citizenship!
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
Avoid passing on the ticking time bomb of taxes on qualified accounts to heirs
New Year, New Goals
Tips for building a foundation key to goalsetting success
The Good, the Bad and the Ugly
Biggest Tax Fails Hall of Fame
Tyson Reil Amongst Coterie’s Top 5 Agents
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.
It’s not as bad as it looks
Current Economic Trends