Client Portal


3rd Quarter 2015 Client Tax Letter

July 2015

July 2015 newsletter thumbnailArticles inside this newsletter:

  • Are Tax Refunds Good or Bad?
  • Above-The-Line Tax Deductions
  • Holding Stocks in Retirement Accounts
  • Finding a Low-Tax State
  • Turn Relatives Into Employees to Reduce Taxes
  • When Workers Are Independent Contractors

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.