TWILLEY, ROMMEL & STEPHENS P.A

Investing

November 2017 Newsletter

7.11.2017
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This month’s newsletter is full of helpful information.  It contains the following topics:

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
Tax Calendar

 

Did you know?
Union membership in the United States peaked in 1954 at nearly 35% of all U.S. wage and salary workers, but that number is now around 11%.

CPA Client Newsletter November 2017 from TR&S CPA 

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This CPA Client […]

4th Quarter 2017 News

19.09.2017
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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 […]

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 

Click to Read This Issue!

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 

Click to Read!

See Also: Citation and Resource Guide accompanying this publication

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

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