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3rd Quarter 2014 Client Tax Letter

July 2014

July 2014 newsletter thumbnailArticles inside this newsletter:

  • Juggling Appreciated Assets and Bequests
  • How Inherited Assets Differ From Gifts
  • Mixing Annuities and IRAs
  • Making Expense Accounts Accountable
  • Don’t Waste 529 Tax Benefits
  • Business Owners Get More Bang From Flex Plan Bucks

Click here or the image at right to read our latest newsletter. Also, check out the 3rd 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.