TWILLEY, ROMMEL & STEPHENS P.A

Business

July 2017 Newsletter

6.07.2017
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This month’s newsletter can help you with ongoing financial management and tax planning.  It contains the following topics:

Calculating Retirement Needs
Taxable Versus Tax-Deferred Accounts
Small Companies Can Do Well While Doing Good
Tax Calendar

 

Did you know?
From January to February 20 17, U.S. oil exports jumped by 35% to a record high of over 1 million barrels per day.

CPA Client Newsletter July 2017 from TR&S CPA 

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This CPA Client Tax Letter is provided by Twilley, Rommel & Stephens P […]

3rd Quarter 2017 News

20.06.2017
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This special edition Q3 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:

Tax-Wise Portfolio Rebalancing
The Third Best Investment You Can Make
After-Tax Dollars in Traditional IRAs
Dealing With an IRS Audit
Safe Harbor 401(k) Plans for Small Companies

 

CPA Client Tax Letter Q3 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 […]

June 2017 Newsletter

5.06.2017
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This month’s newsletter can help you with ongoing financial management and tax planning.  It contains the following topics:

The Third Best Investment You Can Make
Prenups Can Serve Many Purposes
Solo 401(k) Plans for Companies Without Employees
Tax Calendar

 

Did you know?
Nearly 40% of people under 65 with employer-based insurance had high deductible health plans in 2016, up from over 25% in 2010.

CPA Client Newsletter June 2017 from TR&S CPA 

Click to Read This Issue!

This CPA Client Tax Letter is provided by Twilley, Rommel […]

2nd Quarter 2017 News

16.03.2017
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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 […]