TWILLEY, ROMMEL & STEPHENS P.A

News & Blog

Save on Taxes with a Charitable Trust and Additional Tax Strategies

18.12.2013
|
Comments off
|

Tax Savings Strategies Newsletter Q1 2013

Learn more about year-end tax planning strategies that can save you money going into the new year.  Whether you are an investor, business owner, or individual, tax planning can help you to keep more money in your pocket.  We are available to answer any questions that you may have and to help you make the right financial decisions for your family and for your business.  Call us at 410-749-1919 to schedule an appointment.

This newsletter is full of ideas and suggestions that can help with year […]

Year-End Tax Planning Strategies

12.12.2013
|
Comments off
|
2014 Year-End Tax Planning

Tax Savings and Planning Strategies Newsletter Q4 2013

Learn more about year-end tax planning strategies that can save you money going into the new year.  Whether you are an investor, business owner, or individual, tax planning can help you to keep more money in your pocket.  We are available to answer any questions that you may have and to help you make the right financial decisions for your family and for your business.  Call us at 410-749-1919 to schedule an appointment.

This newsletter is full of ideas and suggestions that can help […]

Tax Savings and Business Strategies Newsletter Q3 2013

16.11.2013
|
Comments off
|

Tax Savings and Business Strategies Newsletter Q3 2013

This newsletter contains information on:

New In-Plan Conversions
Tax-Free Gains from Home Sales
Diversify 529 Accounts
Maximizing Medical Deductions
Using the Work Opportunity Tax Credit

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 copyright@aicpa.org […]

About Time to Consider Switching Your IRA to a Roth IRA

24.09.2013
|
Comments off
|

About Time to Consider Switching Your IRA to a Roth IRA

For more than a decade, Roth IRA accounts have been one of the best tax breaks available. Once age requirements are met, earnings on already taxed dollars are withdrawn tax-free.

Changes in 2010

Through 2009, adjusted gross income could not exceed $100,000 (single or married) to qualify for a conversion of a traditional IRA account to a Roth IRA. Now, in 2010, a new opportunity arises as income limits on Roth IRA conversions are permanently repealed. As an added bonus, the tax bill […]

‹ Prev page1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 Next page ›