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  • Writer's pictureTRS CPA


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

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

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