• Slide 1
  • Slide 2
  • Slide 3
  • Slide 4

3rd Quarter 2017 Client Tax Letter

This quarter’s Tax Letter includes articles on tax-wise portfolio rebalancing, the third best investment you can make, after-tax dollars in traditional IRAs, dealing with an IRS audit, and safe harbor 401(k) plans for small businesses.

Tax Letter

who we are

what we do

who we serve

what we care about

Ascpa
Ascpa
PCAOB
Cpa

facebook

237 Johnston Street SE | PO Box 2179 (35602) | Decatur, AL 35601 | 256-353-1611