TWILLEY, ROMMEL & STEPHENS P.A

IRS

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 […]

April 2017 Newsletter

3.04.2017
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This month’s newsletter can help you with ongoing financial management and tax planning.  It contains the following topics:

Dealing With an IRS Audit
Deciding About a Vacation Home
ESOPs as Retirement Plans
Tax Calendar

Happier Returns
Of the 152 million individual income tax returns filed in 2016, about 110 million generated refunds, averaging $2,857.

CPA Client Newsletter April 2017 from TR&S CPA 

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This CPA Client Tax Letter is provided by Twilley, Rommel & Stephens P.A.  to its clients through an arrangement with […]

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 […]

1st Quarter 2017 Tax News

16.12.2016
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This special edition Q1 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:

Planning for Today’s Pensions
Campus Tax Credits Can Top Tax Deductions
The Second Best Investment You Can Make
Using IRA Money to Buy a Business Can Be Dangerous
Automatic Enrollment Retirement Plans

CPA Client Tax Letter Q1 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 […]