Category Archives: Newsletters

2021 Year-End Tax Planning for Business Clients


With year-end approaching, it is time to start thinking about moves that may help lower your business’s taxes for this year and next. This year’s planning is more challenging than usual due to the uncertainty surrounding pending legislation that could increase corporate tax rates plus the top rates on both…  
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2021 Year-End Planning for Our Individual Tax Clients


With year-end approaching, it is time to start thinking about moves that may help lower your tax bill for this year and next. This year’s planning is more challenging than usual due to the uncertainty surrounding pending legislation that could, among other things, increase top rates on both ordinary income…  
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Wide Ranging Impact of Recent Tax Legislation Passed


On December 20, 2019 President Trump signed into law a continuing appropriations bill. But this piece of legislation did far more than merely keep the government open; it included significant tax law changes. In particular, a number of tax “extenders” were retroactively passed, and the most significant change to retirement…  
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1st Quarter 2019 Client Tax Letter


January 2019 This issue includes the articles listed below. A grain of SALT in IRS notice More give in the gift tax How the new tax law affects 529 plans Moving your business to a low-tax state Education as a small-business fringe benefit Click here or on the image at right to download this issue, or download the…  
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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…  
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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…  
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2nd Quarter 2018 Client Tax Letter


April 2018 This issue includes a special report on tax planning under the Tax Cut and Jobs Act of 2017. Patience is prudent Know your true tax rate Rethinking retirement contributions Regard Roth conversions carefully Are state and local taxes reasons for relocation? Positive prognosis for medical deductions Home equity…  
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1st Quarter 2018 Client Tax Letter


BSLR Client Tax Newsletter 2018 Quarter 1

January 2018 This issue includes articles on the following topics with regard to critical 2018 Tax Planning: Taxable vs. Tax-Deferred Accounts Tax Credits Beat Tax Deductions Asset Allocation in 529 Plans IRS Ruling May Rescue Estate Plans ESOPs As Retirement Plans Click here or on the image at right to download this…  
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4th Quarter 2017 Client Tax Letter


BSLR Client Tax Newsletter cover

October 2017 This Special Issue includes articles on the following topics with regard to 2017 Tax Planning Roundup: Uncertainty Hampers Year-End Tax Planning Year-End Planning for Investors Year-End Retirement Tax Planning Year-End Tax Planning for Charitable Donations Year-End Business Tax Planning Click here or on the image at right to download this issue.


3rd Quarter 2017 Client Tax Letter


BSLR Client Tax Letter 2017 Quarter 3

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 Click here or on the image at right to download this issue.  Also check…  
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