TWILLEY, ROMMEL & STEPHENS P.A

Retirement

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 […]

4th Quarter 2017 News

19.09.2017
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Be Prepared

This special edition Q4 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:

2017 Tax Planning Roundup

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

 

CPA Client Tax Letter Q4 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 […]

September 2017 Newsletter

8.09.2017
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This month’s newsletter is full of helpful information.  It contains the following topics:

Ginnie Mae Funds for Your Retirement
Tax Credits Beat Tax Deductions
R&D Tax Credits for Small Companies
Tax Calendar

 

Did you know?
The costs of homeownership are highest in the New York metro area with a 2.0% property tax rate, $78 average monthly home insurance, and $234 average monthly utility bill.

CPA Client Newsletter September 2017 from TR&S CPA 

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This CPA Client Tax Letter is provided by Twilley […]

August 2017 Newsletter

31.07.2017
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This month’s newsletter is all about college and taxes.  It contains the following topics:

College Costs Are Increasing Again
Start FAFSA Planning Earlier
Asset Allocation in 529 Plans
Outlining the Trump Tax Plan
How Small Business Retirement Plans Compare
Tax Calendar

 

Did you know?
Among recent vacation home buyers, 36% purchased in a beach location, 21% bought lakefront property, and 20% bought elsewhere in the country.

CPA Client Newsletter Aug 2017 from TR&S CPA 

Click to Read This Issue!

This CPA Client Tax Letter is provided by Twilley, Rommel […]