News

March 2023

February 28, 2023

Newsletter

Upcoming dates:

March 12- Daylight Savings Time begins.

March 15 - Due date for partnership and S corporation tax returns (Forms 1065, 1120S)

March 17- St Patrick’s Day

Recent legislation is taking a broad sweep at retirement accounts. While many of the rule changes are implemented over several years, some of them are important to know about right away. Summarized in this issue are some of the more important provisions.

With the pending flow-through filing deadline on March 15th, it is important to understand the nasty late-filing penalty the IRS imposes. So, if this impacts you and your side business, review this article.

There are also ideas to help review your homeowner's insurance policy and a great article outlining tips to think about if you are looking to supplement your income during retirement.

As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns.