July 2017
This issue includes articles on the following topics:
- 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
It’s Tax Professional Awareness Week with the IRS!
What is Tax Professional Awareness Week? A week of educational initiatives equips tax professionals with the tools and information they need before filing season to