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
November 2015 Articles inside this newsletter: Will The Third Shoe Drop? Year-End Investment Tax Planning Year-End Family Tax Planning Year-End Retirement Tax Planning Year-End Charitable Tax Planning Year-End Business Tax Planning Year-End Estate Tax Planning Click here or the image at right to read our latest newsletter. Also,
BSLR is sponsoring the NMTC Wine tasting event on 9/16/2015. Stop by and see Margaret and Angela at our wine pouring station. To register for the event go to www.nmtc.org.
July 2015 Articles 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
May 2015 On May 18, 2015, it was announced that the United States Supreme Court ruled in favor of the taxpayers in the case of Maryland Comptroller of the Treasury v. Wynne. This is a major victory for affected taxpayers.
April 2015 Articles inside this newsletter: Renting Versus Buying a Home Tax-Free Roth IRA Conversions Final Regulations Bolster Longevity Annuities As Collectibles Boom, Selling Can Be Taxing S Corporation or LLC? Be Wary of Accumulated Assets Click here or the
Fees & tax payments are planned for, and meeting deadlines are met to keep your business on top of government requirements.