TWILLEY, ROMMEL & STEPHENS P.A

Investing

1st Quarter 2018 Tax News

3.01.2018
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This special edition Q1 2018 Tax Letter is full of investing and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on:

2018 Tax News

Taxable Versus Tax-Deferred Accounts
Tax Credits Beat Tax Deductions
Asset Allocation in 529 Plans
IRS Ruling May Rescue Estate Plans
ESOPs As Retirement Plans

 

CPA Client Tax Letter Q1 2018 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 […]

December 2017 Newsletter

6.12.2017
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This month’s newsletter is full of helpful information.  It contains the following topics:

Pros and Cons of Asset Management Fees
Win With a Roth IRA Reversal
Year-End Thank You Gifts From Business Owners
Tax Calendar

 

Did you know?
Pet industry spending in the United States during 2016 set a record high at $66.75 billion, led by food ($28.23 billion), veterinary care ($15.95 billion), and supplies and over-thecounter medicine ($14.71 billion).

CPA Client Newsletter December 2017 from TR&S CPA 

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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 

Click to Read!

See Also: Citation and Resource Guide accompanying this publication

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

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