Newsletters

Extended Time for Estates to File Portability Election

POSTED DECEMBER 2022

The IRS has recently updated their simplified method for a surviving spouse to obtain an extension of time to make a portability election to apply the decedent’s spousal unused exemption (DSUE) amount for estate and gift tax purposes.

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Employee or Independent Contractor: What are the rules?

POSTED DECEMBER 2022

You have hired an individual to perform services for you or your company. So how do you know if that person is now your employee or is an independent contractor?

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New inflation adjusted amounts for 2023

POSTED DECEMBER 2022

Annually, the IRS adjusts many amounts and limitations for inflation. Below are a few of the adjusted amounts for 2023.

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Tax Filing Reminders – December 2022

December 15th
December 31st
January 17th
January 31st

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