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1st Quarter 2017 Client Tax Letter

January 2017

BSLR Client Tax Letter Quarter 1, 2017This 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 on the image at right to download this issue.  Also check out the Client Resource companion piece for this issue.

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New Shareholders; New Name!

We are pleased to announce that effective January 1, 2024, we have changed our name from BLSR to Balsamo, Lutters, Renna and Rosensteel, P.A.