TWILLEY, ROMMEL & STEPHENS P.A

Taxes

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 

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

July 2017 Newsletter

6.07.2017
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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 

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

June 2017 Newsletter

5.06.2017
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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 

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

May 2017 Newsletter

2.05.2017
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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 

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This CPA Client Tax Letter is […]

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