2nd Quarter 2017 News

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This special edition Q2 2017 Tax Letter is full of investing and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on:

  • Be Cautious With Hard-to-Value IRAs
  • Drawing Down Your Portfolio in Retirement
  • How Investments in Gold Are Taxed
  • Foreign Stock Funds Can Be Doubly Taxing
  • Profit Sharing Plans for Your Small Business

CPA Client Tax Letter Q2 2017 from TR&S CPA 

Click to Read!

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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