Client Portal


3rd Quarter 2018 Client Tax Letter

July 2018

This issue includes the articles listed below.

  • Solving the Annuity Puzzle
  • The New Tax Law Will Change Divorce Tactics
  • No Tax Deductions for Business Entertaining
  • Two Five-Year Tests for Roth IRA’s
  • Insuring Key People at Small Companies

Click here or on the image at right to download this issue, or download the Resource Guide 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.