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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.

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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.