TWILLEY, ROMMEL & STEPHENS P.A

Taxes

Year End Letter

7.10.2016
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October 4, 2016

Dear Valued Client,

As the year draws to a close, now’s an excellent time to review your current tax planning strategies to ensure they’re still meeting your needs and to develop plans for 2017. It’s also a good time to take advantage of last-minute planning opportunities that could save you money now and in the coming year.

With all that in mind, please contact us at your earliest convenience to discuss your tax outlook so that we can develop a customized plan that will address your specific financial concerns. In the meantime, here […]

October 2016 Newsletter

3.10.2016
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This month’s newsletter is full of ideas and suggestions that can help you with ongoing financial management and tax planning.  It contains information on:

Financial Steps to Take After a Child Is Born
Investing in Gold Can Be Taxing
What Goes Into a Wellness Program?
Tax Calendar

CPA Client Newsletter October 2016 from TR&S CPA 

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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 copyright to the CPA Client Tax Letter […]

September 2016 Newsletter

7.09.2016
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This month’s newsletter is full of ideas and suggestions that can help you with ongoing financial management and tax planning.  It contains information on:

Customization Comes to Target-Date Funds
Drawing Down Your Portfolio in Retirement
Setting Paid-Time-Off Policies
Tax Calendar

CPA Client Newsletter September 2016 from TR&S CPA 

Click to Read!

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 copyright to the CPA Client Tax Letter and reserves all rights […]

August 2016 Newsletter

1.08.2016
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Classroom

This month’s newsletter is full of ideas and suggestions that can help you with ongoing financial management and tax planning.  It contains information on:

The True Cost of Higher Education
Make the Most of College Financial Aid
Campus Tax Credits Can Top Tax Deductions
The Second Best Investment You Can Make
Using IRA Money to Buy a Business Can Be Dangerous
Tax Calendar

 

CPA Client Newsletter August 2016 from TR&S CPA 

Click to Read!

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

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