TWILLEY, ROMMEL & STEPHENS P.A

Health Care

March 2017 Newsletter

28.02.2017
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This month’s newsletter can help you with ongoing financial management and tax planning.  It contains the following topics:

Playing Defense as Stock Prices Soar
Holding Down Premiums for Medicare Part B
Safe Harbor 401(k) Plans for Small Companies
Tax Calendar

States for Seniors Of more than 55 million total Medicare beneficiaries, about 10 million live in just two states: California and Florida.

CPA Client Newsletter March 2017 from TR&S CPA 

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

February 2017 Newsletter

2.02.2017
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Money Puzzle

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

After-Tax Dollars in Traditional IRAs
“Combo” Products for Long-Term Care Coverage
Defined Benefit Plans for (Very) Small Companies
Tax Calendar

Did You Know? In 2016, the national median daily rate for a private room in a nursing home was $253 a day; that’s $92,345 a year.

CPA Client Newsletter February 2017 from TR&S CPA 

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

4th Quarter Tax News

13.10.2016
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This special edition 2016 Tax Planning Roundup is full of tax saving and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on:

More Certainty for Year-End Tax Planning
Year-End Planning for Itemized Deductions
Year-End Planning for Deducting Taxes Paid
Year-End Planning for Charitable Donations
Year-End Planning for Medical Deductions
Year-End Retirement Tax Planning
Year-End Business Tax Planning

 

CPA Client Tax Letter Q4 2016 from TR&S CPA 

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See Also: Citation and Resource Guide accompanying this […]

Year End Letter

7.10.2016
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October 4, 2016

Dear Valued Client,

As the year draws to a close, now’s an excellent time to review your current tax planning strategies to ensure they’re still meeting your needs and to develop plans for 2017. It’s also a good time to take advantage of last-minute planning opportunities that could save you money now and in the coming year.

With all that in mind, please contact us at your earliest convenience to discuss your tax outlook so that we can develop a customized plan that will address your specific financial concerns. In the meantime, here […]