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 Click to Read! See Also: Citation and Resource Guide accompanying this publication This CPA Client Tax Letter is provided by TRS CPA Group, 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.