TRS CPA GROUP

News & Blog

3rd Quarter 2017 News

20.06.2017
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This special edition Q3 2017 Tax Letter is full of investing and planning strategies that can help you with ongoing financial management and tax planning.  It contains information on:

Tax-Wise Portfolio Rebalancing
The Third Best Investment You Can Make
After-Tax Dollars in Traditional IRAs
Dealing With an IRS Audit
Safe Harbor 401(k) Plans for Small Companies

 

CPA Client Tax Letter Q3 2017 from TRS CPA Group CPA 

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See Also: Citation and Resource Guide accompanying this publication

This CPA Client Tax Letter is provided by TRS CPA Group, P […]

June 2017 Newsletter

5.06.2017
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This month’s newsletter can help you with ongoing financial management and tax planning.  It contains the following topics:

The Third Best Investment You Can Make
Prenups Can Serve Many Purposes
Solo 401(k) Plans for Companies Without Employees
Tax Calendar

 

Did you know?
Nearly 40% of people under 65 with employer-based insurance had high deductible health plans in 2016, up from over 25% in 2010.

CPA Client Newsletter June 2017 from TRS CPA Group CPA 

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This CPA Client Tax Letter is provided by TRS CPA […]

May 2017 Newsletter

2.05.2017
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This month’s newsletter can help you with ongoing financial management and tax planning.  It contains the following topics:

Tax-Wise Portfolio Rebalancing
Social Security Strategies That Still Work
With Retirement Plans, SIMPLE May Be Better
Tax Calendar

 

Money on the Move
In 2016, nearly $260 billion flowed out of stock funds, almost $107 billion flowed into bond funds, and another $86 billion or more went into taxable money market funds..

CPA Client Newsletter May 2017 from TRS CPA Group CPA 

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This CPA Client Tax Letter is […]

April 2017 Newsletter

3.04.2017
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This month’s newsletter can help you with ongoing financial management and tax planning.  It contains the following topics:

Dealing With an IRS Audit
Deciding About a Vacation Home
ESOPs as Retirement Plans
Tax Calendar

Happier Returns
Of the 152 million individual income tax returns filed in 2016, about 110 million generated refunds, averaging $2,857.

CPA Client Newsletter April 2017 from TRS CPA Group CPA 

Click to Read This Issue!

This CPA Client Tax Letter is provided by TRS CPA Group, P.A.  to its clients through an arrangement with the […]

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