Client Portal


2nd Quarter 2016 Client Tax Letter

April 2016

2016 Q2 Client Tax LetterArticles 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 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.