4th Quarter 2017 News

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Be Prepared

This special edition Q4 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:

2017 Tax Planning Roundup

  • Uncertainty Hampers Year-End Tax Planning
  • Year-End Planning for Investors
  • Year-End Retirement Tax Planning
  • Year-End Tax Planning for Charitable Donations
  • Year-End Business Tax Planning


CPA Client Tax Letter Q4 2017 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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