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1st Quarter 2018 Client Tax Letter

January 2018

BSLR Client Tax Letter 2017 Quarter 4This 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 issue.

Read Additional Tax News

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.