Client Portal


2nd Quarter 2017 Client Tax Letter

April 2017

BSLR Client Tax Letter Q2, 2017This issue includes articles on the following topics:

  • Be Cautious With Hard-to-Value IRAs
  • Drawing Down Your Portfolio in Retirement
  • How Investments in Gold Are Taxed
  • Foreign Stock Funds Can Be Doubly Taxing
  • Profit Sharing Plans for Your Small 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.