Oakworth Capital Bank

LIVE WEBINAR: Use It Or Lose It: Sunset of the Estate Tax Exemption What You Need to Know & Do Now As we approach 2026, individuals and estate planning professionals need to prepare to face a significant shift in the estate tax landscape. The current elevated exemption is expected to revert to much lower levels, potentially impacting wealth preservation strategies for many families. Understanding the landscape of estate tax is crucial for professionals, families and businesses aiming for financial success. Our expert panel includes Ronald P. Davis from Maynard Nexsen (Mobile AL), Rob Snowden, ASA, ABV from South Park Advisors, LLC (Charlotte, NC) as well as Richard Littrell, John Hensley and Janet Ball from Oakworth. We will provide a comprehensive analysis of the estate tax exemption sunset, offering valuable insights and practical strategies to help you prepare. Register now and equip yourself with the knowledge to navigate this critical juncture with confidence. Stay informed, be prepared, and ensure your hard-earned assets are protected for future generations. https://lnkd.in/gRZZy8TC

With over 30 years of experience in Technology and Operations across various industries and an original founder at Oakworth, Dave Driscoll will establish and advance our technology security platforms as Chief Information Security Officer. Dave's expertise in overseeing information, cyber, and technology security will undoubtedly strengthen our commitment to delivering secure and innovative financial solutions. Read Dave's bio here: https://lnkd.in/dn3Z9kg8

Have you considered the complexities of being a trustee? This responsibility includes tasks from holding legal title to property for others' benefit to managing assets, fulfilling fiduciary duties, and navigating tax compliance. Managing Director of Wealth Management Richard Littrell shares valuable insight into this important topic. #TrusteeResponsibilities #FinancialManagement

Welcome TJ Rock to Oakworth as our new Chief Information Officer! With his extensive experience in integrating technology solutions across diverse sectors, TJ will be responsible for establishing and advancing our technology platforms, driving innovation and alignment with our business objectives. More about TJ: https://lnkd.in/ggiXMY4h

Would you rather live in country which is poorer, but where wealth and income are more evenly distributed, or one which is wealthy and more unequal? The UK has a new government, and deservedly so. The Tories’ performance over the last decade has been dreadful, and they deserved to be beaten. "However," says John Norris, Chief Economist, "in winning a majority in Parliament, Labour needs to understand it comes nowhere close to a majority in the popular opinion."

Stay ahead of the curve with our insightful podcast, Trading Perspectives! Join Chief Economist John Norris and Portfolio Manager Samuel Clement as they dissect the latest economic events and share their expert analysis. Tune in every Wednesday for a fresh dose of market wisdom, or catch up anytime on your favorite platform. Visit https://lnkd.in/gU-Z3PaG to elevate your investment game. #EconomyUpdates #InvestmentStrategy #FinancialLiteracy

🇺🇸 In honor of Independence Day, Oakworth will be closed on Thursday, July 4, 2024, and markets will resume normal operations on Friday, July 5. Wishing everyone a safe and joyous celebration as we reflect on the values that unite us as a nation. #IndependenceDay

Looking to master your credit score? In an article by Mac Frasier, CFP®, CEPA, "Get Ready, Get Organized, and Take Charge of Your Credit Score," is packed with practical tips to help you boost your financial health. Learn more here: https://lnkd.in/gR6wata5

Welcome Cole Alexander to Oakworth as one of our new Associate Advisors in Wealth! Cole brings valuable experience with portfolio management and client relationship building. His expertise in analyzing financial data and providing personalized service will be a great asset to our team as we continue to deliver exceptional wealth management solutions to our clients. See his full profile, here: https://lnkd.in/gYfYzKJR

Are we losing the personal touch in our service-driven economy? Read along as Chief Economist John Norris delves into the financial implications of declining service standards and how it affects businesses and consumers alike.