March 2023

2023 Tax Updates

Note these 2023 tax updates for both businesses and individuals.

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Generation-Skipping Transfer Tax Basics

The generation-skipping transfer tax (GSTT) is another transfer tax akin to the gift and estate tax.

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What to Consider When Purchasing Life Insurance

What if the unthinkable happens? Ensuring loved ones are financially secure when you are no longer here to provide for them means choosing the right life insurance policy.

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What Do Diversity and Inclusion Mean in Business

Diversity and inclusion refer to a company’s mission, strategies and policies designed to encourage an inclusive workplace that attracts a diverse pool of talent from various cultural backgrounds.

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Tax Return Extensions

You are entitled to a six-month extension if you need more time to file your tax return by the April 18 deadline, but you must let the IRS know.

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March 2023 Client Profile

Elena sells her knitted scarves and blankets online through third-party sites like Etsy and eBay. She is considering launching her own website to sell directly to the consumer. She’s wondering if she needs to collect sales tax from her customers.

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March 2023 Q and A

Let's discuss what to expect if you need to file a late tax return.

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Number of 2020 Returns Processed By The IRS

Check out how many tax returns the IRS processed for 2020.

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Sales Tax Rates By State

Let's take a closer look at the states with the highest and lowest sales tax.

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