1st Quarter 2018 Tax News

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This special edition Q1 2018 Tax Letter is full of investing and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on:

2018 Tax News

  • Taxable Versus Tax-Deferred Accounts
  • Tax Credits Beat Tax Deductions
  • Asset Allocation in 529 Plans
  • IRS Ruling May Rescue Estate Plans
  • ESOPs As Retirement Plans


CPA Client Tax Letter Q1 2018 from TR&S CPA 

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See Also: Citation and Resource Guide accompanying this publication

This CPA Client Tax Letter is provided by Twilley, Rommel & Stephens P.A.  to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Tax Letter and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to

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