Client Portal


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 Resource Guide for 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.