Client Portal


3rd Quarter 2017 Client Tax Letter

July 2017

BSLR Client Tax Letter 2017 Quarter 3This issue includes articles on the following topics:

  • Tax-Wise Portfolio Rebalancing
  • The Third Best Investment You Can Make
  • After-Tax Dollars in Traditional IRAs
  • Dealing With An IRS Audit
  • Safe Harbor 401(k) Plans for Small Companies

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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.