This month’s newsletter is full of ideas and suggestions that can help you with ongoing financial management and tax planning. It contains information on:
What the New Federal Fiduciary Rule Means to Investors
ETFs Can Be Plain or Fancy
Disaster Planning Versus Succession Planning
Tax Calendar
CPA Client Newsletter July 2016 from TRS CPA Group CPA
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.