News & Blog | TWILLEY, ROMMEL & STEPHENS P.A.

December 2015 Newsletter

2.12.2015

Comments off

Health Care, Investing, News, Taxes, TR&S, Uncategorized

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:

Investing for the Long Term
QTIP Trusts Still Offer Advantages
Put Cadillac Health Plans on Your Road Map
Tax Calendar

CPA Client Newsletter December 2015 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 […]

Tax Credit Available for Donation to Habitat

13.11.2015

Comments off

Community, Taxes, TR&S, Uncategorized

Today we’re sharing some info from our friends at Habitat for Humanity of Wicomico County

Minimize tax payments and maximize the impact of charitable dollars

Oliver Waters, President of the Board of Directors of Wicomico Habitat, announced today that Community Investment Tax Credits were available for donations of $500 or more to support Habitat’s efforts to revitalize the East Church Street neighborhood.

“Tax Credits provide a wonderful opportunity to reduce your tax bill while contributing to a great cause,” explains Mr. Waters. The Community Investment Tax Credit program provides an incentive for Maryland businesses and individuals […]

November 2015 Newsletter

5.11.2015

Comments off

IRS, News, Taxes, Uncategorized

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:

Will the Third Shoe Drop?
Year-End Investment Tax Planning
Year-End Family Tax Planning
Year-End Retirement Tax Planning
Year-End Charitable Tax Planning
Year-End Business Tax Planning
Year-End Estate Tax Planning
Tax Calendar

CPA Client Newsletter November 2015 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 […]

ACA Update for our Clients

27.10.2015

Comments off

Business, Health Care, News, TR&S, Uncategorized

As we begin year end planning, it is a crucial time to review how you are handling the health care reforms
contained in the Affordable Care Act. If you employ 50 or more full time and/or full time equivalent (FTE)
employees, you may be subject to penalties and reporting requirements for 2015 and/or 2016. If you own
multiple companies, the companies may need to be aggregated to determine if you are at the 50 employee
threshold. If you are unsure of whether you would be subject to any of the provisions, we would be more than
happy to […]