TWILLEY, ROMMEL & STEPHENS P.A

Taxes

2nd Quarter 2018 Tax News

30.03.2018
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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 

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New Pass‐Through Entity Rules

18.01.2018
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Pass-Through Entity Memo

January 2018 Client Memo

If you wish to download or print this memo, please see the button at the bottom of this post.

New Pass‐Through Entity Rules

 

One of the most important – and complicated – changes in the new tax reform act is the tax rules affecting small businesses that are treated as “pass‐through entities.”

The good news is that if you own one of these businesses you may get as much as a 20 percent reduction to the taxation of business net income under the new rules. However, calculating […]

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 

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 […]

Letter to our Clients: Year End Tax Planning

20.12.2017
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Year End Tax Planning

Dear Client:

Congress is enacting the biggest tax reform law in thirty years, one that will make fundamental changes in the way you, your family and your business calculate your federal income tax bill, and the amount of federal tax you will pay. Since most of the changes will go into effect next year, there’s still a narrow window of time before year-end to soften or avoid the impact of crackdowns and to best position yourself for the tax breaks that may be heading your way. Here’s a quick rundown of last-minute moves you should think […]

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