March 2017 Newsletter

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

  • Playing Defense as Stock Prices Soar
  • Holding Down Premiums for Medicare Part B
  • Safe Harbor 401(k) Plans for Small Companies
  • Tax Calendar

States for Seniors Of more than 55 million total Medicare beneficiaries, about 10 million live in just two states: California and Florida.

CPA Client Newsletter March 2017 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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