TWILLEY, ROMMEL & STEPHENS P.A

Retirement

4th Quarter Tax News – Year End Planning

24.09.2018
|
Comments off
|

Special Issue – 2018 Tax Planning Roundup

Year-end planning under the new tax law
Sizing up the standard deduction
Year-end tax planning for charitable donations
Year-end tax planning for investors
Year-end retirement tax planning
Year-end business tax planning

 

CPA Client Tax Letter Q4 2018 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 & Stephens P.A.  to its clients through an arrangement with the AICPA, which holds the […]

2nd Quarter 2018 Tax News

30.03.2018
|
Comments off
|

This special edition Q2 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:

Tax Planning under the Tax Cut and Jobs Act of 2017

Patience is prudent
Know your true tax rate
Rethinking retirement contributions
Regard Roth conversions carefully
Are state and local taxes reasons for relocation?
Positive prognosis for medical deductions
Home equity hassle
New tax deduction for pass-through entities
Tax calendar

 

CPA Client Tax Letter Q2 2018 from TR&S CPA 

Click to Read […]

1st Quarter 2018 Tax News

3.01.2018
|
Comments off
|

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 

Click to Read!

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
|
Comments off
|

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 […]