News | TWILLEY, ROMMEL & STEPHENS P.A.

May 2017 Newsletter

2.05.2017

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

Tax-Wise Portfolio Rebalancing
Social Security Strategies That Still Work
With Retirement Plans, SIMPLE May Be Better
Tax Calendar

Money on the Move
In 2016, nearly $260 billion flowed out of stock funds, almost $107 billion flowed into bond funds, and another $86 billion or more went into taxable money market funds..

CPA Client Newsletter May 2017 from TR&S CPA

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This CPA Client Tax Letter is […]

April 2017 Newsletter

3.04.2017

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Investing, IRS, News, Taxes

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 […]

2nd Quarter 2017 News

16.03.2017

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Business, Investing, News, Taxes

This special edition Q2 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:

Be Cautious With Hard-to-Value IRAs
Drawing Down Your Portfolio in Retirement
How Investments in Gold Are Taxed
Foreign Stock Funds Can Be Doubly Taxing
Profit Sharing Plans for Your Small Business

CPA Client Tax Letter Q2 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 […]

March 2017 Newsletter

28.02.2017

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Health Care, Investing, IRS, News

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 […]