TWILLEY, ROMMEL & STEPHENS P.A

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July 2016 Newsletter

5.07.2016
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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:

What the New Federal Fiduciary Rule Means to Investors
ETFs Can Be Plain or Fancy
Disaster Planning Versus Succession Planning
Tax Calendar

CPA Client Newsletter July 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 and […]

2nd Quarter 2016 Tax News

17.03.2016
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This special edition Q2 newsletter is full of tax saving and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on:

Cons and Pros of Roth IRAs
Facing College Costs
Deducting Taxes Paid
QTIP Trusts Still Offer Advantages
Succession Planning for a Family Business

CPA Client Tax Letter Q2 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 […]

March 2016 Newsletter

7.03.2016
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This special edition newsletter is full of ideas and suggestions that can help you with ongoing financial management and tax planning.  It contains information on:

Deducting Charitable Gifts
Tax Efficient IRA Withdrawals
Cybersecurity for Business Owners
Tax Calendar

CPA Client Newsletter March 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 and reserves all rights. Permission is required for any further […]

February 2016 Newsletter

1.02.2016
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This special edition newsletter is full of ideas and suggestions that can help you with ongoing financial management and tax planning.  It contains information on:

Deducting Interest Paid
The IRS May Put You on Hold
Portability in Estate Planning
Tax Calendar

CPA Client Newsletter February 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. Permission is required […]

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