Client Portal


2nd Quarter 2015 Client Tax Letter

April 2015

April 2015 newsletter thumbnailArticles inside this newsletter:

  • Renting Versus Buying a Home
  • Tax-Free Roth IRA Conversions
  • Final Regulations Bolster Longevity Annuities
  • As Collectibles Boom, Selling Can Be Taxing
  • S Corporation or LLC?
  • Be Wary of Accumulated Assets

Click here or the image at right to read our latest newsletter. Also, check out the 2nd Quarter Client Tax Letter Citation and Resource Guide.

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.