July 2016 Newsletter

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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 reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to

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