1st Quarter 2019 Client Tax Letter


January 2019 This issue includes the articles listed below. A grain of SALT in IRS notice More give in the gift tax How the new tax law affects 529 plans Moving your business to a low-tax state Education as a small-business fringe benefit Click here or on the image at right to download this issue, or download the…  
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4th Quarter 2018 Client Tax Letter


October 2018 This issue includes the articles listed below. Year-end planning under the new tax law Sizing up the standard deduction Year-end tax planning for charitable donations Year-end tax planning for investors Year-end retirement tax planning Year-end business tax planning Click here or on the image at right to download this issue, or download the Resource…  
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3rd Quarter 2018 Client Tax Letter


July 2018 This issue includes the articles listed below. Solving the Annuity Puzzle The New Tax Law Will Change Divorce Tactics No Tax Deductions for Business Entertaining Two Five-Year Tests for Roth IRA’s Insuring Key People at Small Companies Click here or on the image at right to download this issue, or…  
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2nd Quarter 2018 Client Tax Letter


April 2018 This issue includes a special report on tax planning under the Tax Cut and Jobs Act of 2017. Patience is prudent Know your true tax rate Rethinking retirement contributions Regard Roth conversions carefully Are state and local taxes reasons for relocation? Positive prognosis for medical deductions Home equity…  
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1st Quarter 2018 Client Tax Letter


BSLR Client Tax Newsletter 2018 Quarter 1

January 2018 This issue includes articles on the following topics with regard to critical 2018 Tax Planning: Taxable vs. Tax-Deferred Accounts Tax Credits Beat Tax Deductions Asset Allocation in 529 Plans IRS Ruling May Rescue Estate Plans ESOPs As Retirement Plans Click here or on the image at right to download this…  
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4th Quarter 2017 Client Tax Letter


BSLR Client Tax Newsletter cover

October 2017 This Special Issue includes articles on the following topics with regard to 2017 Tax Planning Roundup: Uncertainty Hampers Year-End Tax Planning Year-End Planning for Investors Year-End Retirement Tax Planning Year-End Tax Planning for Charitable Donations Year-End Business Tax Planning Click here or on the image at right to download this issue.


3rd Quarter 2017 Client Tax Letter


BSLR Client Tax Letter 2017 Quarter 3

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 Click here or on the image at right to download this issue.  Also check…  
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2nd Quarter 2017 Client Tax Letter


BSLR Client Tax Letter Q2, 2017

April 2017 This issue includes articles on the following topics: Be Cautious With Hard-to-Value IRAs Drawing Down Your Portfolio in Retirement How Investments in Gold Are Taxed Foreign Stock Funds Can Be Doubly Taxing Profit Sharing Plans for Your Small Business Click here or on the image at right to download this issue.  Also…  
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1st Quarter 2017 Client Tax Letter


BSLR Client Tax Letter Quarter 1, 2017

January 2017 This issue includes a number of articles on strategic tax planning, investments, and more: Planning for Today’s Pensions Campus Tax Credits Can Top Tax Deductions The Second Best Investment You Can Make Using IRA Money to Buy a Business Can Be Dangerous Automatic Enrollment Retirement Plans Click here or…  
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4th Quarter 2016 Client Tax Letter


BSLR Client Newsletter, 2016 Q4

October 2016 This issue includes a number of articles on 2016 Year-End Tax Planning: More Certainty for Year-End Tax Planning Year-End Planning for Itemized Deductions Year-End Planning for Deducting Taxes Paid Year-End Planning for Charitable Donations Year-End Planning for Medical Deductions Year-End Retirement Tax Planning Year-End Business Tax Planning Click here or…  
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