TWILLEY, ROMMEL & STEPHENS P.A

Taxes

July 2017 Newsletter

6.07.2017
|
Comments off
|

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

Calculating Retirement Needs
Taxable Versus Tax-Deferred Accounts
Small Companies Can Do Well While Doing Good
Tax Calendar

 

Did you know?
From January to February 20 17, U.S. oil exports jumped by 35% to a record high of over 1 million barrels per day.

CPA Client Newsletter July 2017 from TR&S CPA 

Click to Read This Issue!

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

June 2017 Newsletter

5.06.2017
|
Comments off
|

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

The Third Best Investment You Can Make
Prenups Can Serve Many Purposes
Solo 401(k) Plans for Companies Without Employees
Tax Calendar

 

Did you know?
Nearly 40% of people under 65 with employer-based insurance had high deductible health plans in 2016, up from over 25% in 2010.

CPA Client Newsletter June 2017 from TR&S CPA 

Click to Read This Issue!

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

May 2017 Newsletter

2.05.2017
|
Comments off
|

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 

Click to Read This Issue!

This CPA Client Tax Letter is […]

April 2017 Newsletter

3.04.2017
|
Comments off
|

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 

Click to Read This Issue!

This CPA Client Tax Letter is provided by Twilley, Rommel & Stephens P.A.  to its clients through an arrangement with […]

1 2 3 4 5 6 7 8 9 10 11 12 13 14 Next page ›