TWILLEY, ROMMEL & STEPHENS P.A

Retirement

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 […]

The most wonderful time of year – Tax Planning Season

12.12.2017
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Tax and Financial News

The Most Wonderful Time of the Year – Tax Planning Season

Now is the time to focus on year-end tax planning. Careful and strategic planning can help minimize your tax bill and maximize what you keep. Given the uncertainty and sweeping scope of proposed tax law changes, planning is both more complex and more important than ever this year. Below, we discuss five year-end tax planning strategies you can use to maximize how much of your own money you keep.

Play the Timing Game

Why pay taxes now if […]

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 […]