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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Join Us for a Fundraiser to Support STEM Programs


Wine on the Water fundraiser for NMTC's support of STEM programs

Balsamo, Stewart, Lutters & Ruth is a member of NMTC, and fully supports the efforts of that organization to provide funding to STEM programs in area schools. You are invited to join us for Wine on the Water, to be held September 15 from 5 to 9 PM at LaBanque…  
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3rd Quarter 2016 Client Tax Letter


BSLR Client Newsletter 2016 Q3

July 2016 Articles in this issue include a Special Report on the Protecting Americans from Tax Hikes Act of 2015: Deducting Sales Taxes IRA Charitable Donations Higher Education Tax Breaks Tax-Free Investment Gains Business Tax Benefits Deducting IRA Contributions Fun and Games… and Taxes Portability in Estate Planning Click here or…  
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2nd Quarter 2016 Client Tax Letter


2016 Q2 Client Tax Letter

April 2016 Articles in this issue: Cons and Pros of Roth IRAs Facing College Costs Deducting Taxes Paid QTIP Trusts Still Offer Advantages Succession Planning for a Family Business Click here or on the image at right to download this issue.  Also check out the Client Resource companion piece for…  
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