Client Portal


4th Quarter 2018 Client Tax Letter

October 2018

This issue includes the articles listed below.

  • Year-end planning under the new tax law
  • Sizing up the standard deduction
  • Year-end tax planning for charitable donations
  • Year-end tax planning for investors
  • Year-end retirement tax planning
  • Year-end business tax planning

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.