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 […]
Congress is enacting the biggest tax reform law in thirty years, one that will make fundamental changes in the way you, your family and your business calculate your federal income tax bill, and the amount of federal tax you will pay. Since most of the changes will go into effect next year, there’s still a narrow window of time before year-end to soften or avoid the impact of crackdowns and to best position yourself for the tax breaks that may be heading your way. Here’s a quick rundown of last-minute moves you should think […]
Congress passed a tax bill late last week that is expected to be signed into law. Below is a link to a comparison chart, provided by the Tax Foundation that summarizes the changes. The technical details are still in process; however, please feel free to call us if you have any questions.
Click to Download the Comparison Chart
This month’s newsletter is full of helpful information. It contains the following topics:
Prepare Your Kids for Financial Independence
New IRS Ruling May Rescue Estate Plans
Tax Court Approves 100% Business Meal Deduction
Did you know?
The maximum monthly premium paid by high income seniors for Medicare Part B medical insurance grew from $161.40 in 2007 to $428.60 this year (a 10- year increase of 166%).
CPA Client Newsletter October 2017 from TR&S CPA
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This CPA Client Tax Letter is […]