July 2017 This 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
April 2017 This issue includes articles on the following topics: Be Cautious With Hard-to-Value IRAs Drawing Down Your Portfolio in Retirement How Investments in Gold Are Taxed Foreign Stock Funds Can Be Doubly Taxing Profit Sharing Plans for Your Small Business Click here or
January 2017 This issue includes a number of articles on strategic tax planning, investments, and more: Planning for Today’s Pensions Campus Tax Credits Can Top Tax Deductions The Second Best Investment You Can Make Using IRA Money to Buy a Business
October 2016 This issue includes a number of articles on 2016 Year-End Tax Planning: More Certainty for Year-End Tax Planning Year-End Planning for Itemized Deductions Year-End Planning for Deducting Taxes Paid Year-End Planning for Charitable Donations Year-End Planning for Medical Deductions Year-End
Balsamo, Stewart, Lutters & Ruth is a member of NMTC, and fully supports the efforts of that organization to provide funding to STEM programs in area schools. You are invited to join us for Wine on the Water, to be
July 2016 Articles in this issue include a Special Report on the Protecting Americans from Tax Hikes Act of 2015: Deducting Sales Taxes IRA Charitable Donations Higher Education Tax Breaks Tax-Free Investment Gains Business Tax Benefits Deducting IRA Contributions Fun and
April 2016 Articles in this issue: Cons and Pros of Roth IRAs Facing College Costs Deducting Taxes Paid QTIP Trusts Still Offer Advantages Succession Planning for a Family Business Click here or on the image at right to download this
BSLR is sponsoring the NMTC Visionary Awards on February 25, 2016. (Click image to see full postcard.)
Balsamo, Stewart, Lutters & Ruth is proud to have been profiled in the December 2015 issue of I95 Business. In case you missed the print issue, click on the image at right to see the full profile.
January 2016 Articles inside this newsletter: Past Losses Offer Winning Opportunities What You Should Know About Student Loans Passive Activity Losses From Rental Property Supreme Court Decision May Affect State Taxes SIMPLE 401(k) Plans May Appeal to Employees Click here
Fees & tax payments are planned for, and meeting deadlines are met to keep your business on top of government requirements.